Sell a membership to an existing member

 📝 Step-by-step guide

Step 1 – View member list

• Go to the member list in Clubplanner.
• Find the existing member to whom you want to sell a membership.

Step 2 – View member profile

• Click on the member in the list.
• The member's profile opens.

Step 3 – Membership sales launch

• In your profile, click the “Sell” button to sell a new membership.

Step 4 – Select membership

• Select the membership you want from the list.
• If a promotion or promo code is linked to the membership, it will appear automatically.
• You can delete the promo code if necessary.

Step 5 – Select payment method

• Select your preferred payment method (e.g., cash, Bancontact, direct debit, etc.).
• You can also split the payment across multiple payment methods.
• If not paid in full → the outstanding balance (“remainder”) remains visible.
• Then click “Pay [amount]”.

Step 6 – Sign the contract (optional)

• If the membership includes a contract, the option to sign it will appear automatically.
• If desired, use e-sign:
  • Click on “Sign Online” → the contract will open via the link on your tablet.
  • Members can read and sign the contract online.

Step 7 – Finish

• Once payment has been made and any necessary signatures have been provided, the sale is complete.
• The new membership will appear immediately in the member's profile.

💡 Tips

• The promo code appears automatically, but can be removed.
• The outstanding balance will remain visible until it is settled.
• The Tablet e-sign makes it easy to sign contracts digitally.