STX Cloud: Memberships
Memberships offer automated monthly billing and verify a client’s good standing.
SELL A MEMBERSHIP
Go to Member Check In
Click (+) New Member
Search for Client or click (+) to add new
If user selects an existing client, the system will populate the information in the fields. The phone, email, birthdate and gender are editable.
If user selects to add a new client as a member, a client card will be created from the information entered upon save.
Enter or Scan Membership ID number
Select a Membership Type
Select Payment Type
Check Auto-Bill if payment should continue to charge
Enter the Credit Card Information (Number, Name, Expiration, CVV, Zip)
First Payment by default will be the amount of the monthly membership. Users can update the amount to add sign up fees or first month promotions.
Note: The monthly amount will not change from the amount entered at Setup>Memberships.
Select a Plan to auto bill for
Click First Payment & Save
MEMBER CHECK IN
Go to Navigation Menu Select Member Check In
Enter, Swipe or Scan Membership ID number
Or, click Search Member to search for a client by name, phone, email or partial member number
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, update the next bill date to yesterdays date
Update Card on File for changes to auto-billing payment information
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.