Article Details
Summary
This article shows business users how to enroll a pet parent in a membership. You can start from the Point of Sale (POS) page, the Shopping Cart, or the Owner Profile.
Before You Begin
Important: Only users in groups with the "Can Sell Memberships" permission turned on can sell memberships. This permission is off by default, so you must opt in.
Steps
Start from the Point of Sale
- Go to Point of Sale » Items for Sale in the left-hand navigation.
- Select the Memberships tab on the left-hand side.
- Select the blue Add Membership button under the membership you want. The New Membership Enrollment page opens.
Important: Depending on the membership's configuration settings, a banner can appear when you enroll a pet parent outside the renewal cycle (weekly, monthly, annually). A yellow banner shows how many benefits are available at the time of purchase. Another banner prevents the purchase if no benefits are available in the billing cycle.
- Select Billing Date.
- Select Payment Method.
Tip: $0.00 memberships default to No payment method required.
Important: The pet parent's primary card on file must match the business's integrated credit card processor. If it does not, Gingr prompts you to enter a new payment method for this processor. For more details, see Differences Between Gingr Payments and CardConnect.
- Collect the customer's signature for the terms and conditions. You can do this in one of two ways:
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Send the agreement link by SMS for remote signing.
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Use a tablet for in-person signing.
Important: Customers must review the terms of the membership and any added terms & conditions set during configuration before they complete the purchase.
Once signed, the agreement is stored under Owner Profile > Agreements > Signed Membership Agreements.
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- Select Complete Purchase to finalize the enrollment.
Start from the Shopping Cart
- Select the shopping cart in the upper-right corner of the screen.
- Select Browse Items on the right-hand side.
- Select the Memberships tab.
- Select Add Membership under the membership you want to add. The New Membership Enrollment page opens.
- Finalize the transaction on the New Membership Enrollment page.
Start from the Owner Profile
- Go to the Owner Profile.
- Select the Memberships tab in the pet parent's profile.
- Select the blue + Buy Membership button.
The New Membership Enrollment page opens with the pet parent already selected.
- Select the membership.
- Fill out the required details, such as the start date and payment method.
- Complete the enrollment. The pet parent receives the Membership Enrollment Email with details about the membership and a link to the terms and conditions.
What Happens When You Enroll a Pet Parent
When you enroll a pet parent in a membership, the system:
- Charges the card on file for the membership cost.
- Generates a receipt.
- Sends the Membership Enrollment Email with a link to the membership terms and conditions.
Membership Enrollment Field Guide
Step 1: Select an Owner
Description: Select the owner account to connect the membership.
Helpful hint: If the customer does not have a card on file, you are prompted to add one.
Step 2: Select a Membership
Description: Choose from available memberships. Only memberships set as available for purchase appear in this list.
Helpful hint: Check that the membership details (name, cost, renewal cycle) match the customer's needs.
Step 3: Set Start Date
Description: Choose when the membership begins.
Helpful hint: The start date defaults to today's date. Adjust it based on the membership's billing schedule.
Step 4: Choose a Payment Method
Description: Select a card on file or add a new one.
Helpful hint: Memberships always use the primary card for renewal payments. Changing cards prompts a confirmation warning. $0.00 memberships default to No payment method required.
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