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Okfit

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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 product

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 becomes active 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

  • Upcoming renewals list: Members → Upcoming Renewals




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Related


How to a freeze or unfreeze a membership

How to upgrade a membership

How to assign a complimentary membership


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