Membership enrollment can be initiated by business users from the Point of Sale (POS) page, the Shopping Cart, or the Owner Profile.

Before You Begin

Important: The ability to sell memberships is restricted to users in groups with the "Can Sell Memberships" permission enabled. By default, this permission will be turned off, requiring users to opt in.

Enroll a Pet Parent in a Membership

When enrolling a pet parent in a membership, the system will:

• Charge the card on file for the membership cost.
• Generate a receipt.
• Send the Membership Enrollment Email with a link to the membership terms and conditions.

Start a Membership Enrollment

From the Point of Sale

1. Navigate to:

   • Left-hand Navigation: Point of Sale » Items for Sale.
     
     
     
     

2. Access Membership Options:
   

   • Select the Memberships tab on the left-hand side.
     
     
     
     
   • Select the blue Add Membership button under the membership of your choice.
     
     
     
     

3. Complete the Membership Enrollment Form:
   

   • You will be redirected to the New Membership Enrollment page.
     
     
     
     

   • Select Billing Date.

     

• • Select Payment Method.
    
    

 Tip:  $0.00 Memberships will automatically default to No payment method required.

Important:  The pet parent's primary card on file must match the business' integrated credit card processor, if this is not the case, the user will be prompted to enter a new payment method for this processor. For additional details, refer to the article: Differences Between Gingr Payments and CardConnect

• • Collect the customer's signature for the terms and conditions one of two ways:

Send the agreement link via SMS for remote signing.

Use a tablet for in-person signing.

Important:  Customers are required to review the terms of the membership and any additional terms & conditions that have been assigned during configuration before completing the purchase.

• • Once signed, the agreement will be stored under the Owner Profile > Agreements > Signed Membership Agreements:

• • 
    
    
  • Select Complete Purchase to finalize the enrollment.
    

Enrollment from the Shopping Cart

1. Access the Shopping Cart:
   

   • Navigate to the shopping cart in the upper-right corner of the screen.
     
     
     
     
   • Select Browse Items on the right-hand side.
     
     
     
     

2. Add a Membership:
   

   • Select the Memberships tab.
     
     
     
     
   • Select Add Membership under the membership you wish to add.
     
     
     
     

3. Complete the Enrollment:
   

   • You will be redirected to the New Membership Enrollment page to finalize the transaction.
     
     

Enrollment from the Pet Parent Profile

1. Navigate to the Owner Profile:
   
   

   
   
   

2. Access the Membership Tab:
   

   • Select the Memberships tab within the pet parent's profile.
     
     
     
     

3. Start Enrollment:
   

   1. • Select the blue + Buy Membership button.
        
        

   

    

4. Complete the Enrollment Form:
   

   • You will be redirected to the New Membership Enrollment page with the pet parent pre-selected.
     
     
     
     
   • Select the membership and fill out the required details (start date, payment method, etc.).
     
     

5. Complete the Enrollment.

Upon completion, the pet parent will receive the Membership Enrollment Email with details about the membership and a link to the terms and conditions.

Membership Enrollment Field Guide

Related Resources

• Credit Card Processing Feature Overview
• Shopping Cart Topic Outline
• Memberships Feature Overview
• Set Up New Memberships Process
• Membership Enrollment Topic Outline
• Convert a Recurring Package Subscription to a Membership How-To
• Set Up $0.00 Membership How-To
• Edit Existing Memberships How-To
• Delete or Disable a Membership Type How-To
• Memberships System-Wide Settings Reference
• Membership Billing & Payments Topic Outline
• Track Memberships Revenue Topic Outline
• Manage Memberships from Owner Profile Topic Outline
• Automatic Email and Notifications for Memberships Topic Outline
• Membership Renewal Reference
• Memberships Report Reference
• Membership FAQs