TABLE OF CONTENTS
Selling a New Membership
Users can enter into the New Membership purchase flow in two ways:
- New "Purchase" link in the left navigation menu
- "+ New Membership" button in the header of the Member list page
Either option will take you to the list of New Membership Levels and Offerings available for sale in the Backoffice sales channel (according to the Channel Transaction Policy set per Level/Offering).
Select the Level and Offering proceed to checkout.
During checkout, you can add new cardholders and manage their details. A primary cardholder with at least first name, last name, and a mailing address is always required, and any secondary cardholders allowed for that level are optional, with minimum of just the Name on Card. See the Duplicate Customer Check section below for more about selecting and editing existing Customers for a new membership.
The primary cardholder's contact information is pre-populated in the billing section, or select "Other" from the menu to enter a new billing contact.
Events can be added to the cart as well and any applicable discounts or entitlements will be applied.
Duplicate Customer Check
When adding new cardholders, if there are possible duplicate customers already in ACME you will see a prompt underneath each cardholder. Click "View customer matches" to see possible matches. The information entered in the cardholder form will be present for you to compare against the existing customers and select a customer from the list will associate the membership to the existing customer ID.
Once you select an existing customer you will have the opportunity to edit the customer's information as needed. Again, the information you originally added in the cardholder form will be present so you can compare and make any necessary edits.
Keep in mind that editing the information will change it globally across ACME, including across other memberships the customer is associated with. Edits will be saved once checkout is completed.
Renewing a Membership
Locate the member to renew and click the Transact dropdown to select Renew or Renew Options, which will take you to the shopping cart:
Updating the Primary Cardholder or Billing Contact
If you see an address displayed with an error message stating "Address is required for this customer to be a primary cardholder.", some required field of the address, like country (pictured below), is missing. Click the edit pencil or "Add Address" to edit the existing address to input the missing data before proceeding.
The name and address for the primary cardholder will automatically be pre-filled as the billing contact. In the event that the membership is being paid for by someone else or the member has a separate billing address from the membership address, a new contact can be added as the billing information.
Apply any applicable coupon and collect payment to complete the order.