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Memberships, Selling, Updating, IF MISSING or NO want CC - 3 SOPs

Sell a Membership 09/2020

IDEA IS TO CAPTURE MEMBERSHIP FEE AND INITATION FEE UP FRONT

- Go to "sell" button and to "membership" tab
- Select membership to sell, and search for then select customer
- Next enter credit card info for reoccurring billing IMPORTANT MAKE SURE "Billing Start Date" IS SET 365 DAY OUT

- Hit "OK" and charge the customer at the register
- Issue a key FOB to member, use the FOBs tab above to add the FOB to the customer's profile

Cancel a Membership with refund 09/2020

PLEASE TRY TO GET A MANGER

- Open the Axis register software
- Look-up customer by last name or phone number
- Click on "History", then "Transactions" tab.
Click "TRANSACTIONS" tab, then Enter appropriate date range and click Submit to find membership transaction.
- Double click on "Return Available" line of the Membership.  This will put the membership in the register with a credit.
- On the register you should see the class they are "returning" for a credit.
- Reconcile the transaction at the register, by selecting a payment button, then hit the "SUBMIT" button.  Credit card return?  May need to hit "MANUEL" and type in CC# manually.

IF Missing OR Customer Refuses Credit Card - 11/2020

If customer memberships are missing or members refuse to enter a credit card for thier memebership, report it with the form below.  For missing memberships, do a little forensics to find out what membership they have.  Do they pay monthly or yearly?  Do they have a weekday or 7-day a week membership? Do they pay for a guest?

Membership form




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