Renewing a Membership in AMS

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1. Log in to Agile Ticketing Solutions with your username and password. If you have not yet received your user credentials, please contact your system administrator to set them up for you.

2. Make sure that you are cashed in before starting sales for the day. (See How to Cash In and Create a Daily User Batch in AMS Sales for further instructions.)

3. Click the Member icon to search for the member's account.

4. Search for the member’s record via last name, email address, member number, or other identifying information. The record or a list of records with similar information will appear in the white box. Double-click the record you want to change, or click it once and select OK.

5. When the member's account is listed at the top of the order, select the Membership tab from the left side of the screen. Select the name of the membership's Sales Folder from the list underneath. This will allow you to see all membership options in the white box in the middle of the screen.

6. When renewing a membership, make sure the Restricted Prices box is checked in order to see all available pricing options.

7. Select the membership program you want to renew from, located in the white box under the Restricted Prices checkbox. Then, select the Membership Type and add the quantity of memberships the customer wants to renew. Be sure to select a membership type with {Renewal} listed at the end of the name. Otherwise, you will be selling the customer a new/additional membership rather than renewing the one they already have.

Note: In this example, the Membership Length is twelve months. Entering a quantity of (1) renewal will renew a single membership for one year; entering a quantity of (2) will renew a single membership for two years.

8. After selecting the membership type and quantity, click Proceed in the lower-right corner.

9. The Membership Renewal window will pop up. Make sure to select the customer's current membership number from the drop-down list, then click OK.

10. Another window asking you to assign the membership to the member’s name will appear. Select the name for the account you are working on and click OK.

Note: Some memberships may be assigned to more than one person. If another name needs to be added, click the Green Plus icon to add additional customers to such memberships.

11. The Item Summary screen will appear. Here, you can review the order before processing a payment.

12. Once you confirm that everything on the Item Summary screen is correct, click Proceed in the lower right-hand corner.

13. The Change Delivery Methods window will appear. Select the delivery method desired and then click OK.

14. On the Payment Information page, use the (Choose Method) dropdown list to select the payment method. (e.g. 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, at this point you can swipe the credit card. All the credit card information will automatically populate and finalize the order.

15. Click Apply Payment to complete the order.

Note: If there is no balance due on the order, or if you are processing a comp membership type, then you will only need to click Finalize to complete the transaction.

16. Once the order has finalized, the Order Confirmation page will appear.

17. If you need to send an email receipt to the member, click Order Confirmation.

18. The Order Confirmation Options box will appear. Make sure the email address is correct, add any message you want to appear at the top of the confirmation email, and click Send Confirmation to email the receipt. Once a message saying Email request successfully sent appears in the window, click Close. You are now ready to begin another transaction in AMS.

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