Creating a New Guest Membership
You may need to enter a new guest into the system. This article will walk you through adding a guest membership and adding on personal training sessions to their account.
Click on the green “NEW GUEST” button at the bottom of the Training Clients screen.
The billing option of the new account pop-up will automatically be set to Guest. Here, you will enter all of the guest's information. You also have more optional information available by clicking the "SHOW EXTRA" button, and you have the option to add additional members to the guest account.
When you're done, click “SAVE."
You can add a photo of the guest by clicking on the camera icon and taking a picture of them.
To add personal training sessions to the new guest, click the green “ADD TRAINING” button.
Enter the personal training Information, and then select payment at the bottom.
If the member is paying with cash or has pre-paid, then select “The customer already paid” and choose the payment type from the dropdown menu.
If you are going to charge a credit card and want to save that as the main form of payment, then select “Charge a new credit card or ACH account." Make sure to check the box “Save as the main payment method for the account."
Click "NEXT."
Enter the credit card information.
Click "DONE."
Review the payment and click finish.
You can now see that personal training has been added to the member’s account.