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Renewing a Membership in AMS

 

  1. Log in to Agile Ticketing Solutions with your username and password. If you haven’t received your user credentials, please contact your system administrator to set up your username and password.         
  1. 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. 
  1. Click on the “Member” icon to search for a member's account (See Image 1).



    (Image 1)
  1. Search to find a member’s record (You can search by last name, phone number, email address, member number, or customer number). A list of member records will appear. Click on the member record you want to make additions to and click on “OK” (See image 1.1). 


    (Image 1.1)
  1. When you are in the member’s account, select the “Membership” tab on the left side of the screen (See 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 the membership benefits to choose from.

    (Image 3)
  1. When renewing a membership, make sure your restricted prices are checked in order to see all pricing options (See Image 4).


    (Image 4)
  1. Select the membership option you want to renew, located under the restricted prices check box (See Image 5). Then, select the Membership Type and add the quantity of membership the customer wants to purchase (see Image 5).

    Note: Make sure to select a membership type with Renewal at the end.

    Note: Entering a quantity of (1) will renew the membership for one year; entering a quantity of (2) will renew the membership for two years.



(Image 5)                                         

  1. After selecting the membership type and quantity, click “Proceed” in the lower right corner (see image 6).


    (Image 6)

  2. A window will pop up asking you to select a membership number to renew. Make sure to choose their current membership number to continue their membership history (Image 6.1).



    Image 6.1
  1. Another window will pop up asking you to assign the membership to the member’s name. Click on the name for the account you are working on and then click “OK” (See Image 7).


    (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).


    (Image 7.1)                                                                                         
  1. An item summary screen will then appear. Here you can review the order before processing a payment and finalizing the order (See Image 8).


    (Image 8)                                      
  1. Once you confirmed everything on the Item Summary screen is correct, click "Proceed" in the lower right hand corner (See Image 9).


    (Image 9)                                           
  1. The Change Delivery Methods window will pop up.  Select the delivery method desired and then click "OK" (See Image 10).


    Note:  Typically the delivery method will be US Mail.


    (Image 10)
  1. On the payment screen, select the payment method (See Image 11). (Example: Cash, MasterCard, Visa, Gift Card, etc.)


    (Image 11)

    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.
  1. Click Apply Payment to complete the order (See Image 12).


    (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.
  1. Once the order has finalized, the Order Confirmation page will pop up (See Image 13).


    (Image 13)                                           
  1. Click "Order Confirmation" to start the confirmation process (See Image 14).


    (Image 14)
  1. 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). Another window will pop up saying the email has been sent successful, click "OK" and then "close" the window as seen in Image 15. 


    (Image 15)

  2. This completes the steps on "How to Renew a Membership in AMS."
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