How to Sell Memberships from the Point of Sale

In this article, we'll cover how you can sell memberships to your clients through the Point of Sale.

Step 1: Navigate to the Point of Sale

To access the Point of Sale, click the "Create" button at the top right corner of the screen and then "Sale."

Step 2: Select Membership

Proceed as you would when performing a sale. Memberships will be displayed on the left-hand side. Clicking on Memberships will show all the memberships you have created in Pabau.

NOTE: You're not able to add anything else to the cart once you've selected a membership.

Step 3: Select Payment Method

At the payment stage, when purchasing a membership, the only available payment option is "Setup Subscription."

After clicking "Setup Subscription," a pop-up will appear for entering recurring payment details.

The membership amount will be displayed by default (but can be adjusted), along with the subscription start date. Lastly, input the client's card details to complete the setup.

Once the subscription is set up and the payment is successful, the following will occur:

An invoice and payment under the item category "Membership" will be created.
The employee listed on the invoice will be the one who sold the membership.
The item name will match the name of the membership.
The unit price will reflect the membership’s cost.
Quantity will always be set to 1.
No discount will be applied.
Tax will follow the settings defined when the membership was created.
The total price will include the membership cost after tax.

The invoice date and the associated payment will correspond to the date the membership is activated, which may differ from the actual sale date.

An invoice and payment will be generated each time the membership is due, whether weekly or monthly. Future invoices will be tied to the same location where the membership was originally sold.

By following these steps, you will be able to sell memberships successfully.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.