Selling a membership to a customer (new access sale)
Pick the plan and the customer, set the start date, build the payment plan from payment and receivable blocks, and start the membership.
Last updated: 3 Ağustos 2026
The New Access Sale button on the Memberships screen opens a two-tab sale dialog.
- 1Plan and customer
Choose the plan you are selling — when you do, its standard price is shown beside it. Search for the customer by name or phone number and select them, then set the start date (today by default). Tap the price field to enter an amount specific to that customer, and add a note to the sale if you want.
- 2Payment plan
The top bar calculates Total, Payment Plan and Remaining live. Use Add Payment for the amount collected up front and Add Receivable for instalments due later; Distribute Evenly splits the amount equally across the blocks. Every block has amount, payment method, date and note fields.
The sale cannot be completed until the remaining amount reaches zero. This rule stops unrecorded debt from being left in the register. Plans priced at 0 do not ask for a payment plan.
A customer cannot have more than one active membership at a time; if you try to make a new sale while one is active, the system warns you. In that case, renew the existing membership.