Creating a Membership Using Sales Guru

 

Sales Guru allows potential members to easily create their membership on their own!

Using a handheld device, your member will click on the membership they would like to sign up for.

Member will click on the membership they want to sign up for.

 

A form will pop up showing a summary of the membership that was selected and fields to enter first name, last name, and date of birth. If at any time the transaction needs to be cancelled, just click the red “x” in the top right corner. This will take you back to the membership page.

Your member will enter their first name, last name, and date of birth. Click the red "x" to cancel the transaction.

 

Now, your member can click on the camera icon to take their picture for the account.

Your member will click the camera icon to take their photo for their account.

 

The camera will open and your member can strike a pose and click the blue “Take Picture” button.

The camera will open. Member will click the take picture button.

 

If your member is not happy with the picture for any reason, they can click the white “Redo” button to retake the picture. If they are happy with it, just click the blue “Accept” button.

Your member can click the Redo button to retake the picture or click the accept button to set the picture for their account.

 

After clicking accept, the camera closes and your member will be back to the screen with their name and date of birth. There will now be a green check mark icon where the camera icon used to be. This means the picture has been accepted and applied to your member’s account. If for some reason your member wants to retake their picture at this point, they can click the green check mark icon and it will open the camera again to retake the picture.

There will be a green check mark showing that the picture has been set. Click the green check mark to retake the picture if needed.

 

At this time your member can add additional members to their account by clicking the blue “Add Member” button in the top right corner. This will open up another form to fill out first name, last name, and date of birth. The option to take the additional member’s photo is also available.

Click the add member button to add additional members to your account.

 

Click Next to go to the next page. Remember, your member can click the red “x” in the top right corner to cancel the transaction at any time!

Click next to continue.

 

A form will pop up that your member will have to fill out. If the transaction needs to be cancelled for any reason, click the red “x” in the top right corner. The member can also click the green previous button in the bottom left corner to go back to the previous page. After the form has been filled out, click the green next button in the bottom right corner.

Your member will fill out the form with their personal information. Can click the red "x" to cancel the transaction. Can click the previous button to go back a page. Click the next button to continue.

 

Next, your member will need to read through the legal information and sign below. This is the membership agreement and will be automatically emailed to your member. Signature can be done with the finger or the mouse. Click the green next button in the bottom right corner.

After the terms and conditions, your member will sign using their finger or mouse.

 

Now your member will be able to enter payment information. Just select the payment type at the top, then fill out the payment information. Click the green finish button at the bottom right corner.

Your member will enter their payment information. Click the green finish button in the bottom right corner.

 

A message will pop up confirming payment or denying payment. At this time your member will return the handheld device back.

You will click the blue menu button. This will take you to the page to enter the key number.

Click the blue menu button to enter the key numbers.

 

Now you can enter the key numbers for your member. Click the green save button at the bottom when you are finished.

Enter the key numbers and click the green save button at the bottom.

 

After all of these steps have been completed, you have created a new membership account! When you are in the account you can view the membership agreement, print the membership agreement, apply payments, view payment history, view members on the account, and view the current balance.

A new account has been created.