Follow

Selling a New Membership using the POS

  • 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.

  • Make sure that you are cashed in before starting sales for the day.  See "How to Cash In Using POS" for further instructions. 

  • You will need to set the buyer type before you start processing sales for the day. To do so, click on Action (the gears icon) at the top of the screen and select “Set Buyer Type”. A screen will appear where you can choose the buyer type.

    NOTE: If your company has multiple organizations, you will need to select which one you are working with before you can select buyer type.







  • Select "AMS - Advance or AMS-Membership"

  • Click on the “Customer” icon to search for a customer account.



  1. Search by name or member number to pull up a customer’s account. A list of customer records will appear if they are already in the system. Double click on the customer record if their name appears in the list. 

    NOTE: If a Customer is a member, their member number and membership type will appear right below their name.



  2. If the customer does not have a customer account, you will need to create a new customer account by clicking on “Add New".




  3. 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 on “OK” .




    NOTE: Everyone is a customer but not all customers are members.

    NOTE: You will know you are in a customer’s account when you see a name listed in the lower right corner.



  1. Once you are in the customer’s account, select the “Membership” icon in the upper portion of the screen. This will allow you to see all the membership programs to choose from. Then you will need to select the membership program from the list underneath.





                                                                        
  1. Once you select the membership program, the membership types will be listed below the membership program. Select the membership type you want to add to a customer’s account.




    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 “How to Renew a Membership on POS”).
  1. A window will pop up asking you to assign the membership to a member’s name. Click on the name for the account you are working on and then click “OK”.


    Image 5.

    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.


    Image 5.1                                            
  1. To confirm an order, view the Item Summary section to at the right side of the screen to make sure the order is correct.




  2. Once an order has been confirmed, click on the “Enter Payment” icon.




  3. A screen will pop up asking you to change delivery method. Select the desired method of delivery and click on “OK”.




  4. Another screen will pop up asking you to choose the method of payment. Select the payment type that corresponds to how the customer wishes to pay (Example: Cash, MasterCard, Visa, Gift Card, etc.).




    NOTE:
    At this point, if you 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 “Proceed” to complete the order.




  2. You will know the order is complete when the window in the lower right corner turns yellow and says “Last Order” at the top of that window.



Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments