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Membership

How to set a Members membership to be paid by check but keep Credit card on file.

How to set up a member's membership to be paid by check but still keep their credit card on file for purchases from POS.

 
 
 
Step 1 - Click People (CRM)
 
Step 2 - Click View Everyone
 
Step 3 - Select the user you would like to edit
 
 
 
 
Step 4 - Click the Memberships tab
 
Step 5 - Click Change Membership
 
 
 
 
Step 6 - Make sure Auto-Renew is set to yes
 
Step 7 - Change payment method from Credit Card to Check
 
 
Heads up: the member will start getting email reminders to bring in their payments and their memberships will technically expire if they don't pay in time.

Category > Section:Business Management >Membership