To change a customer's membership on the Checkout screen, follow these steps:
- Tap Checkout at the bottom of the screen.
- Select the customer. Then, tap Shopping Cart to select the membership.
- Tap Add Item. Then tap Membership.
- A popup will appear, informing you that a client already has a membership when attempting to make the change. This is because customers can only sign up for one membership at a time. Tap YES to modify the membership.
- Tap Change Membership. Then tap Select Membership.
- Select the new membership.
Let's get started!
1. Tap Checkout.
2. Select the customer. Then, tap Shopping Cart to select the membership.
3. Tap Add Item.
4. Tap Membership.
5. Tap YES to change the membership.
6. Tap Change Membership.
7. Tap on the screen to select the membership.
8. Select the new membership.
9. Tap Next.
10. Enter the credit card details below. Then, tap Save.