Overview

With the ACME Sales app, a user can sell a new membership, edit an existing record and perform any applicable lifecycle action as deterred by the membership Rules in Back Office. Users can also use ACME Sales to convert existing tickets to a Membership.


TABLE OF CONTENTS

Selling a New Membership

  1. While in Retail mode, locate and click the tile for the Membership you'd like to sell.
  2. A box will pop up, asking "Is this membership a gift?".
  3. If the membership is NOT a gift (i.e. if the purchaser is buying a membership for her/himself):
    1. Click "No."
    2. Fill out the information for the Primary cardholder, and Secondary cardholders (if applicable). First name, Last name, and address are required. All other information is optional. If an email address is entered, the system will throw an error until a valid address is given.
    3. Click "OK".
      NOTE: Once you add a membership into a cart, all ticket prices will reflect the Discounts available to Members at that level.
  4. If the membership IS a gift:
    1. Click "Yes".
    2. Fill out the Gift giver information. First name, Last name, and e-mail address are required. All other information is optional.
    3. Click "OK".
  5. Complete the rest of the transaction as usual.


Converting Tickets to Membership




Your venue can have your POS agents apply customers' ticket purchases to the purchase of a new membership. When this happens, the cost of the tickets will be deducted from the price of the Membership. The customer pays the balance of the membership fee, and the tickets still remain valid for the event. This only applies to the purchase of a new membership and cannot be applied to other lifecycle actions like renewals.

  1. In the POS, open "Order Management" and locate the Order that contains the customer's ticket purchase. (Review Order Management here.)
  2. Click "Convert to Membership".
  3. Choose the Membership Offering the customer would like to purchase.
  4. Choose the tickets to apply to the price of the Membership. NOTE: the cost of the tickets must be less than or equal to the cost of the Membership. If the ticket prices do not add up to the exact price of the Membership, the customer will have to pay the difference.
  5. Click "Continue to Member Info".
  6. Complete the rest of the transaction as usual. The customer may have to pay a remaining balance.



Notes: 
1. Tickets within a single order can only be converted to a single new membership. If only some tickets from an order are converted, the other tickets in that order cannot be converted to a membership.
2. Coupons cannot be applied to memberships created this way, instead refund the original tickets and sell the membership separately with the desired coupon.



Upgrade, Downgrade, Renew, Rejoin or Cancel Membership

NOTE: The POS is the only Sales Channel that lets you Cancel or Downgrade Memberships.

  1. Open the desired Active Membership record.
  2. Click the blue "MANAGE" button on the right.
  3. Click the blue "MODIFY MEMBERSHIP"button on the right. 
  4. From the choices at the top of the page, choose one of the following Lifecycle Action options (only actions configured in B2B will be available):
    • Upgrade: select Level and Price Point to upgrade into.
    • Downgrade: select Level and Price Point to downgrade into.
    • Renew: select Level and Price Point.
    • Renew Upgrade:  select Level and Price Point.
    • Renew Downgrade:  select Level and Price Point.
    • Rejoin: select Level and Price Point.
    • Rejoin Upgrade: select Level and Price Point.
    • Rejoin Downgrade: select Level and Price Point.
    • Cancel: click the orange "CANCEL MEMBERSHIP" button and blue "ISSUE REFUND" button.
  5. Click "Add Cardholder" to add an additional cardholder to the membership (optional).
  6. Click "ADD TO ORDER" on the left side of the screen to add the option you've chosen (upgrade, downgrade, etc.) to your cart.
  7. Complete the rest of the transaction as usual.

Edit Membership Records

From the POS, you can edit cardholder information, and add or deactivate additional cardholders.

  1. Open the desired Active Membership record.
  2. To edit the Primary Cardholder's information:
    1. Click the blue "EDIT" button on the right.
    2. Edit the information in the cardholder's record.
    3. Click "Save Changes".
  3. To add or deactivate a Secondary Cardholder, or edit a secondary cardholder's information:
    1. Click "MANAGE".
    2. At the bottom of the page you'll see the list of all cardholders.
    3. To add a new cardholder, click "Add Cardholder". Enter the cardholder's information and click "Save Changes".
    4. To deactivate a cardholder, click the "X" next to the cardholder's name.
    5. To edit the a cardholder's information, click "Edit" next to the cardholder. Edit the cardholder's information and click "Save Changes".
    6. To change which cardholder is the Primary Cardholder, check the circle next to a secondary cardholder's name. The green check indicates which cardholder is the Primary Cardholder.
    7. Click "Save Changes".
  4. When done, click "CANCEL" to return to the main menu.


Still need help? Contact ACME Product Support at support.acmeticketing.com or email support@acmeticketing.com.