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Adding a Membership to an Account - (Monthly recurring billing)

  1. Click Reception

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  2. Click Users

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  3. Search for the desired user by using the search bar
  4. When the correct user has been found, select them

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  5. When selected, the member information will appear
  6. Click Membership
  7. Any active Memberships will be shown
  8. Click Add

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    1. Package: select a package from the drop-down bar (these packages can be created by ClubsBuddy team)
    2. Initial Charge: This will be the amount of the membership package (do not insert currency symbol)
    3. Status: This will be the status of the membership
    4. Created on: When the membership will commence
    5. Next recurring billing date: The renewal date of the membership
  10. When the correct details have been entered, click the green Save button

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  11. The membership will appear against the member's account

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  12. The member will receive an email communication when their next membership renewal is due

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