Sell recurring memberships in POS

This article shows you how to sell a recurring payment membership at POS including:

• Adjusting the start date for the membership to a future date
• Requesting the guest to sign any required booking agreements
• Upgrading to a recurring membership

Sell a recurring payment membership

1. In POS, select the membership to add it to the cart.
   
   After adding a membership to the cart, a blue bar appears at the top of the cart that shows the Membership start date. This always defaults to today's date.
   
2. To change the membership start date to a future date:

• • In the cart panel next to Membership start date, click Edit to open a calendar panel.
  • Choose the new membership start, then click Change date.
  • The start date for the membership determines when the first payment occurs and the membership can be redeemed.

3. Click Continue to proceed with the purchase.
4. A Guest details panel displays to input the booking holder's details. You can find and attach an existing guest profile to a booking or add a new guest profile.
5. Select Continue.
6. If the membership requires a waiver, the panel prompts you to assign a waiver to the membership. Select the pen icon to search for and assign the waiver.
7. If the membership requires a booking agreement, the panel prompts that the guest must sign a booking agreement.
   
   You can select:
   
   
   • Text/SMS or Email to send the guest a link to complete the booking agreement (if using text/SMS, fees apply)
   • Open agreement in new tab for guests to complete on the POS screen

Once completed, click Refresh.

3. Click Pay to go to the payment screen.
4. Select the payment method (Card) to complete the initial payment.
5. Click Pay and collect card details for card authorisation of the recurring payments.

Upgrade to a membership

You can upgrade a membership product in POS.

• To upgrade a membership product, refer to the guide How to upgrade a membership product
• To upgrade a non-membership product, refer to the guide Upgrade a non-membership product to a membership product

Card authorisation for recurring memberships

ROLLER Payments, Adyen and Worldpay payment gateways

The guest can use the payment terminal to authorise their card for recurring payments.

• On the payment page, select your tender type and click Pay and collect card details.
• The guest is required to authorise their card on the payment terminal to complete the transaction.

Braintree payment gateway

For venues using the Braintree payment gateway, you must authorise the guest's credit card for recurring payments via a pop-up.

• On the payment page, select your tender type and click Pay and collect card details.
• A pop-up appears to capture the guest card details.
• Enter the guest card details into the modal.
• Click Authorise once complete.