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.
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.
Now, your member can click on the camera icon to take their picture for the account.
The camera will open and your member can strike a pose and click the blue “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.
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.
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 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!
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.
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.
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.
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.
Now you can enter the key numbers for your member. Click the green save button at the bottom when you are finished.
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.