Add a Membership or a Gift of Membership to a Sales Order
Advance sales — To add a membership to an advance sales order, on the advance sales page, search for and select the patron who pays for the order. Then, on the Create order tab, select Membership.
Daily sales — To add a membership to a daily sales order, on the Daily Sales page, search for and select the patron who pays for the order and then select Memberships.
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Select whether to add a membership join or a gift of membership to the sales order.
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To add a membership join, select the Join button for the applicable membership program.
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To add a gift of membership, select Give a membership, search for and select the patron to receive the membership, and then select the Give button for the applicable membership program.
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Select the level and term of the membership.
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Enter the total number of children to include in the membership.
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The Expiration field displays the expiration date of the membership, based on the selected program and term. Edit the expiration date as necessary.
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In the Comments field, enter any additional information about the membership or its members.
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If the membership program is enabled for auto-renewals, you can select Renew this membership automatically when it expires. (Credit card required) to enroll the member. They must pay for the current memberships with a credit card — this card will be held on file and charged automatically for renewal payments.
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For a membership program with types, select the type to apply to the membership as necessary.
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If the membership program allows add-ons such as guest passes or other benefits, the Add-ons button appears. To include an add-on with the membership, select this button.
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On the Members tab, search for and select the patrons to include as members on the membership.
Tip: To delete a member from the membership, such as if you accidentally add the incorrect patron as a member, select the member's row in the grid and select Delete on the action bar.
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To add the membership as a gift of membership for another patron:
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Select This membership is a gift or select Make this a gift.
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In the Given by field, the patron associated with the sales order appears, but you can select another as necessary.
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Select whether to send renewal notices to the giver, the primary member, or both. If the patron chose to auto-renew the membership, all renewal notices are sent to the giver not the recipient.
Tip: If you mistakenly add a membership join as a gift of membership, you can select Make this not a gift or deselect This membership is a gift to add the membership as a join.
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On the Member cards tab, the members to receive membership cards appear. Edit the name and expiration date to appear on the card as necessary.
Tip: To remove a member from the list, such as to not create a membership card for the member, select the member's row in the grid and select Delete.
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Select Save.
Note: Memberships are not eligible for per item fees and are considered non-taxable .
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Review the summary with the patron to confirm that the order is correct. If necessary, select Edit to make changes.
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Complete the sales order.