Financial Configuration

Customize and manage the financial aspects of your business, ensuring smooth financial processes for club and members.

• Discount Codes / Referrals
  • Discount / Promo Codes
  • Referrals
    • Create Referral Discount
    • Apply Referral Discount
      • Apply Referral to Online Sign-Up
      • Apply Referral to Manual Sign-Up
• Point of Sale
• Tax Rates
• Billing

Apply Referral to Manual Sign-Up

To apply referral discount when the new member is signing up in person;

• Add new member as usual
• Add Membership via Membership Tab
  • Select Referral / Discount Code
    • Select Use Referral Reward
    • Select existing member who has referred new member
    • Select referral reward
    • Reward will be applied (unless reward has been delayed)
      

      

  • Complete sign up process
• Save

Referral rewards will be applied to both members

Referral Discounts Complete
Next - Point of Sale