Overview
This Article article is intended to instruct the User on how to extend a Membershipmembership. A Membership membership Extension is best utilize when the Business is needed to add on additional days or months to a Membership membership but is not ringing up for a new Membership membership entirely.
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Pertinent Settings
1. Hover the mouse over Personal & Admin
2. Hover Then hover over Settings
3. Click on Custom Settings[insert SS]
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Permission to Use Membership Extensions
In the Search CS Custom Settle by Title Field field:
1. Type in ‘extension’
2. Click on the setting for Permission to Use Membership Extension [insert SS]in the drop-down
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3. Click the ON box to enable
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5. Click the arrows to move the highlighted role over [insert SS-steps 3 to 5]to the enabled roles listbox
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6. Click off to Cloud Save the Settinganywhere outside the User section to cloud save the setting
How to Extend a Membership
Create a Sales Order
1. Click on the Point of Sale menu
2. Insert Type the Member Name member’s name in the Customer Name Fieldfield
[insert SS]
3. Insert the Product Type ‘Membership Extension’ in the Product Number or Product Description Field[insert SS] field
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Extend the Membership
At this point, you should have received a popup notating will see the the Membership Details and the Extension Detailsdialog
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1. Click the Radial button for the Extension Mode be it Days or Months[insert SS]For the Extension Mode, click the radio button for ‘Days’ or ‘Months’
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2. Enter the Extension Value[insert SS]
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3. Click Submit[insert SS]
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4. Manually enter a Sell Price if you are charging the Customer[insert SS]customer
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5. Finalize the Sales Ordersales order by choosing a payment method
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VIDEO
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