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Sell a Membership
Shawn Burcham
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0 step
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15 seconds
Upperhand
1
Access Point of Sale by clicking the big green plus sign in the top right of the screen.
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Click "Point of Sale"
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Search the name of the client you are looking to sell a membership to and click their name.
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Search the membership name of the membership you are wanting to sell
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Select the Profile when prompted "For whom would you like to purchase this membership?"
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Click "Add To Cart"
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Click "Continue"
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Click "Continue To Payment"
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Select the Payment Method and input the Credit Card information if necessary.
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Click "Purchase"
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