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Okfit

Getting Started
Enquiry
Memberships
Members
Attendance
Classes
Payments
Staff
Communication
Report Tables
Export Data
Task Management
Workout plans and diets
Equipment & QR
Biometric access control
Point of sale (POS)
Subscription Plans & Pricing
Account Settings
Reward points
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  4. How to assign or renew a membe...

How to assign or renew a membership

Assign (first purchase) and renew use the same flow on the member profile.

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Where

  • Member Profile → Overview → Assign now (when no active membership)

  • or Member Profile → Details → Renew Membership

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Steps

  1. Open the member profile

  2. Click Assign now or Renew Membership

  3. Select the membership

  4. Confirm start and end dates (autofilled from duration; editable)

  5. Choose Workout Plan (required), Diet, Trainer, and Training Slot if prompted

  6. Enter amount paid, payment mode, and optional discount / coupon / reward points

  7. Optional: sales manager, notes, payment due date for part payment, invoice date

  8. Save. Membership is assigned and an invoice is generated (unless complimentary)

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Tips

  • A member can have more than one active membership

  • If you use biometric access control, keep the device online when assigning so access updates correctly

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Related

How to freeze or unfreeze a membership

How to upgrade a membership

How to assign a complimentary membership

 

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