Selling a New Membership in AMS

Want to learn more? Sign up today for our ATSU Learning Webinar: The ABC's of Basic Sales in Agile 

1. Log in to Agile Ticketing Solutions with your username and password. If you have not received your user credentials, please contact your system administrator to set up your username and password.
   
   
2. Make sure that you are cashed in before starting sales for the day. See "Cashing In and Creating a User Batch in AMS" for further instructions.
   
   
3. Click the “Customer” icon to search for a customer account (See Image 1).
   
   
   
   
4. Search to see if they already have a customer record. You can search by Last Name, Email address, or Customer Number to see if their customer record is already on file. A list of customer records will appear if they are already in the system. Double-click on their customer record if their name appears in the list (See Image 1.1). 
   
   
   
   
5. If the customer is new, you will need to create a new customer account by clicking “Add New”. (See Image 1.2)
   
   
6. Once you click "Add New," the Quick Add Customer box will show up where you will fill in the customer's information. Once you have captured  all of the customer's information, click "OK" (See Image 2)
   
   
   
   Note: Everyone is a customer, but not all customers are members.
   
   
7. Once you have selected a customer’s account, select the “Membership” tab on the left side of the screen (Image 3). Then, you will need to select the membership program from the list underneath (see Image 3). This will allow you to see all possible membership program options.
   
   
8. Choose the membership program on the right. When selling a membership, make sure the Restricted Prices box is checked in order to see all pricing options (See Image 4).
   
   
   
   
9. Select the membership price you want to sell to the customer. Then, add the membership level the customer wants to purchase (see Image 5).
   
   
   
   
   Note: If you are adding a membership for the first time, make sure not to select a membership category with renewal in the price name (See instructions on "Renewing a Membership in AMS").
   
   
10. After selecting the membership type and quantity, click “Proceed” in the lower right corner (see image 6).
    
    
    
    
11. A window will pop up asking you to assign the membership to the member’s name. Click the customer's name and then click “OK” (See Image 7).
    
    
    
    Note: Some memberships allow more than one person to be assigned to it. Make sure to click the plus sign to add a second customer to those memberships that allow multiple members (See Image 7.1).
    
    If this membership is going to be renewed automatically, then check the Automatic Renewal box.                                
12. The next screen is an Item Summary screen, where you can review your order before processing a payment and finalizing an order (See Image 8).
    
    
    
    
13. Once you have confirmed everything on the Item Summary screen is correct, click “Proceed” in the lower right hand corner (See Image 9).
    
    
    
    
14. The Change Delivery Methods window will pop up. Select the delivery method desired and then click “OK” (See Image 10).
    
    
    
    
    
15. On the payment screen, select the payment method (See Image 11). (Example: Cash, MasterCard, Visa, Gift Card, etc.)
    
    
    
    
    Note: If you are using a POS station or have a USB Credit Card swipe attached to your terminal, you can swipe the credit card and all the credit card information will populate and automatically finalize the order.
    
    
16. Click “Apply Payment” to complete the order (See Image 12).
    
    
    Note: If there is no balance due on the order or you are processing a comp membership type, then you will only need to click "Finalize" to complete the transaction.
    
    
17. Once the order has finalized, the Order Confirmation page will pop up (See Image 13).
    
    
    
    
18. Click "Order Confirmation" to start the confirmation process (See Image 14).
    
    
    
    
    
19. Once you click Order Confirmation, the Order Confirmation Options box will pop up. Make sure the email address is correct, add any message you want to appear on the confirmation email and click "Send Confirmation" to email them their confirmation receipt (See Image 15).