Processing a New Client Membership

Raising a New Sale:

1. Select the Clients Tab in the Home Dashboard
2. Select ‘Add Client’ and fill in the required fields
3. Select the credit card icon (Payments Tab)
4. Select ‘New Sale’ button to access the Checkout Cart
5. Select the required membership
6. Select the green 'shopping cart' icon to add it to cart
7. Modify any custom details if required
8. Select ‘Add to Cart’ button
9. Check-mark request ‘Send Payment Request’ option if requesting client to pay from their end. If paying on the clients behalf, leave this unchecked
10. Select ‘Checkout’ button
11. Select desired payment option