How do I create a membership and give it to a client?
A membership brings clients back: they pay once and get a discount for months. You create the offer, then assign it to a client and record the payment. Memberships are included in Premium.
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Step by step
In the sidebar, open Catalog > Memberships, then click Create.
In Info, enter the Membership name, a short Description, the Price and the Duration (here 12 Months), then click Continue.
In Benefits, select Global discount (discount on everything), then click Continue.
In Config, set the discount Value (here 15 %) and what it Applies to, then click Continue.
Skip Rules with Continue, check the Summary and click Create. The new membership appears in the list.
Open Clients, search for the client and open their profile. In the Memberships card, click +, select the membership and click Next.
Choose the Payment method (here Cash) and click Confirm. With POS+, the sale is added to today's register.
The membership is now Active on the client's profile, with its expiry date.