STX Cloud: Memberships

 Memberships

Memberships offer automated monthly billing and verify a client’s good standing.


Sell a Membership

  • Go to Check Out

  • Click Go to Check Out List

  • Click (+) Membership

  • Search for Client

  • Select Membership Program

  • Select Next Bill Date

  • Enter or Scan Membership ID number

  • Select Payment Type

  • Check Auto-Bill to automatically charge every 30 days

  • Click Save

Member Check-in

  • Go to Navigation Menu Select Member Check In

  • Find Member

    • Enter, Swipe or Scan Membership ID number

    • Or, click Member Lookup to search for a client

  • Member Verified

    • If member is in good standing, green check   will appear and a ding will sound

    • If member is not in good standing, a red X will appear and an error will sound

  • Click Next Member to find another member

View or Edit Membership

  • Go to Client Card, click Account tab

  • View or edit Memberships

    • Editable fields are the Membership ID and Next Bill Date

    • To terminate a membership, uncheck Auto-Bill

  • Update Card on File for changes to auto-billing payment information

  • Click Save

Note: Any auto-billings that did not process will be emailed to the owner and client’s membership will be marked as not in good standing to show at check in.

STX CloudSTX Software