Sell Gift Memberships

Patrons can purchase their own memberships or purchase gifts of membership for other patrons. Gift memberships can be for new memberships, membership renewals, or activations of pending memberships.

Note: The recipient of a gift membership must have a patron record. If no record currently exists for the recipient, select Add on the search screen to create the record.

• To add a gift membership to an advance sales order from Sales, select Advance sales. On the Advance Sales page, search for and select the patron purchasing the gift of membership. On the Create order tab, select Memberships, select Give a membership, search for and select the gift recipient, and then select which membership program to give as a gift.

• To add a gift membership to a daily sales order from Sales, select Daily sales. On the Daily Sales page, search for and select the patron purchasing the gift of membership and then select Memberships. On the Action screen, select Give a membership, search for and select the gift recipient, and then select which membership program to give as a gift.

After you select the recipient and membership program, the Sell a membership screen appears so you can complete the membership sale. On the Members tab, This membership is a gift appears selected. For a gift of membership, you can specify which patron to designate as the giver and select whether to send renewal notices to the primary member, the giver, or both. For information about the items on the Sell a membership screen, see Sell a Membership Screen.

Tip: If you mistakenly add a gift of membership as a membership join, on the Sell a membership screen, select Make this a gift or select This membership is a gift to add the membership as a gift.