Sell a membership in POS

In web POS or New sale, Memberships lists prices on sale for renewing memberships set to Starts When > On Purchase, including prices marked Hidden from your pricing page.

Select a customer with their own Naayya account, or add a new customer. Walk-ins and guests cannot buy memberships.

Select the customer.
Open Memberships and select the membership. When it has several prices, choose one.
Select Checkout. Under Starts, choose today or a day up to a year ahead. Check what the member pays now and later.
Choose how the first payment is made:
- Card or direct debit: the member pays on your screen, by card or SEPA Direct Debit, and the membership renews by itself. See Let the member pay by card or direct debit.
- Cash, Own card reader or Transfer: the member pays the first period now.
- On the account (Paid later): the first period is owed on the member's account, and the member is emailed how to pay it.
- Comp: the membership is free, at its default price. Write why under Add a note or reference, in at least 5 characters. A free membership starts today and renews at no charge until you end it.
Only the methods on under Payment methods at the till show, Comp included.
Under Receipt, choose how the customer gets a receipt.
Select Charge and the amount, or Complete (Complimentary) for Comp.

Sale complete shows when the membership Starts, the Next payment, and the member's Payment reference for bank transfers.

The receipt lists the membership with its VAT invoice. A printed receipt names how the member paid, and cash paid opens the cash drawer like any cash sale. For a membership put on the account, it shows On the account and the Amount due.

Payment requirements#

Selling a membership needs the Sell memberships permission. Giving one free with Comp needs an owner or manager. See Let staff sell memberships.
A membership is paid now or on the account only when your business has Payment requests (Naayya support switches them on), Send account messages is on (see Send account messages), and Payment requests is on under Settings on the membership's page. Otherwise it is paid with Card or direct debit, when its price can be paid online, or given free. Owners and managers see a membership that can only be given free marked Comp only, with its default price.
The membership and its first payment are recorded together. If the sale is refused, for example because the price changed or the sales point needs an open shift, neither is recorded. If the connection drops, charge again: the same sale never starts two memberships or takes the payment twice.
A discount cannot be given on a membership.
A payment into the member's account pays what they already owe first, oldest first. When the member already owed something, part of the new membership stays owed: Sale complete shows the Amount due, and the welcome email asks the member to pay it.
When the membership starts later, a payment taken now is kept on the member's account as credit and pays the first period on the day it starts.
Every later period is a payment request, as for any membership paid this way. It goes on the member's account on its day, and the member is emailed how to pay. See Send account messages.
On the account does not need Let customers charge to their account, and the customer's account limit does not apply.
A customer without an email address gets no email about paying. Checkout says so: collect each payment in person.
The sale is taken at the sales point in Selling at and is part of its shift, like any sale. See What a shift counts.
The Naayya POS app does not sell memberships.

Let the member pay by card or direct debit#

Card or direct debit appears for prices payable online. The member pays on your screen. The membership starts today and renews on the member's card or bank account.

Select the customer, then the membership and its price in Memberships.
Select Checkout, choose Card or direct debit, and select Charge. The member's checkout opens on your screen.
Hand the screen to the member. They accept your Membership Terms, when these are required for memberships, and enter their card. To pay by SEPA Direct Debit, they enter their IBAN and accept the debit mandate. You never type their card or IBAN.
When the member has finished, or wants to stop, select Back to the till.

Check the result back at the till:

The member paid: they hold the membership, and it renews by itself on the same card or bank account.
The member set up a direct debit: the first payment is on its way. The bank confirms a SEPA Direct Debit within 3 to 14 working days.
The member did not pay: POS returns the sale to the till. The member's checkout is closed. Take payment another way.
POS could not check the payment, for example because the connection dropped: it says so and keeps the sale on hold. Select Try again.
SEPA Direct Debit shows only when it is on for memberships in Admin > Settings > Get paid (see Activate SEPA Direct Debit) and the price is in euros. Otherwise the member pays by card.
It takes no discount, promo code or gift card, as a membership sold at the till takes none.
POS offers no receipt for it.
The sale is taken at the sales point in Selling at. A sales point that requires a shift needs one open before the member's checkout opens. With no sales point chosen, the payment joins no shift.
The payment counts in the shift and the Daily report when it goes through: when the card is charged, or when the bank confirms a SEPA Direct Debit, which can be days later and in a later shift. Both list it under Card or SEPA Direct Debit, with the staff member who sold it. If no shift is open at that sales point then, the payment is still recorded, with no shift.
From New sale on a customer's page, Back to the till opens Point of Sale.

The member's welcome email#

If account messages are on, the welcome email shows the start date, price per period, what the member paid or owes, and the next due date. It includes:

Pay now, when they owe something: the first period, or an older amount the payment went to first.
Open your wallet, to pay later periods by card.
Your bank account with the member's own payment reference, when you added your bank account.

For the membership's first period, the welcome email takes the place of the member's emails about the account going below zero or below your low-balance alert. Owners still get theirs. A membership given free with Comp sends no welcome email.

A membership is not listed, or shows Comp only#

Memberships lists a membership only when:

It renews, is on sale, and starts when it is sold: Starts When is On Purchase. A membership that starts at the first class booked or on a fixed date is sold online.
Its price is in your business's currency.
Your role can sell it (Sell memberships) or give it free (owners and managers).

Comp only means no paid method is available. Check whether the price can be paid online or whether you have the settings for a payment now or on account.

Payment requirements#

Selling a membership needs the Sell memberships permission. Giving one free with Comp needs an owner or manager. See Let staff sell memberships.

A membership is paid now or on the account only when your business has Payment requests (Naayya support switches them on), Send account messages is on (see Send account messages), and Payment requests is on under Settings on the membership's page. Otherwise it is paid with Card or direct debit, when its price can be paid online, or given free. Owners and managers see a membership that can only be given free marked Comp only, with its default price.

The membership and its first payment are recorded together. If the sale is refused, for example because the price changed or the sales point needs an open shift, neither is recorded. If the connection drops, charge again: the same sale never starts two memberships or takes the payment twice.

A discount cannot be given on a membership.

A payment into the member's account pays what they already owe first, oldest first. When the member already owed something, part of the new membership stays owed: Sale complete shows the Amount due, and the welcome email asks the member to pay it.

When the membership starts later, a payment taken now is kept on the member's account as credit and pays the first period on the day it starts.

Every later period is a payment request, as for any membership paid this way. It goes on the member's account on its day, and the member is emailed how to pay. See Send account messages.

On the account does not need Let customers charge to their account, and the customer's account limit does not apply.

A customer without an email address gets no email about paying. Checkout says so: collect each payment in person.

The sale is taken at the sales point in Selling at and is part of its shift, like any sale. See What a shift counts.

The Naayya POS app does not sell memberships.

Let the member pay by card or direct debit#

Card or direct debit appears for prices payable online. The member pays on your screen. The membership starts today and renews on the member's card or bank account.

Select the customer, then the membership and its price in Memberships.

Select Checkout, choose Card or direct debit, and select Charge. The member's checkout opens on your screen.

Hand the screen to the member. They accept your Membership Terms, when these are required for memberships, and enter their card. To pay by SEPA Direct Debit, they enter their IBAN and accept the debit mandate. You never type their card or IBAN.

When the member has finished, or wants to stop, select Back to the till.

Check the result back at the till:

The member paid: they hold the membership, and it renews by itself on the same card or bank account.

The member set up a direct debit: the first payment is on its way. The bank confirms a SEPA Direct Debit within 3 to 14 working days.

The member did not pay: POS returns the sale to the till. The member's checkout is closed. Take payment another way.

POS could not check the payment, for example because the connection dropped: it says so and keeps the sale on hold. Select Try again.

SEPA Direct Debit shows only when it is on for memberships in Admin > Settings > Get paid (see Activate SEPA Direct Debit) and the price is in euros. Otherwise the member pays by card.

It takes no discount, promo code or gift card, as a membership sold at the till takes none.

POS offers no receipt for it.

The sale is taken at the sales point in Selling at. A sales point that requires a shift needs one open before the member's checkout opens. With no sales point chosen, the payment joins no shift.

The payment counts in the shift and the Daily report when it goes through: when the card is charged, or when the bank confirms a SEPA Direct Debit, which can be days later and in a later shift. Both list it under Card or SEPA Direct Debit, with the staff member who sold it. If no shift is open at that sales point then, the payment is still recorded, with no shift.

From New sale on a customer's page, Back to the till opens Point of Sale.

The member's welcome email#

If account messages are on, the welcome email shows the start date, price per period, what the member paid or owes, and the next due date. It includes:

Pay now, when they owe something: the first period, or an older amount the payment went to first.

Open your wallet, to pay later periods by card.

Your bank account with the member's own payment reference, when you added your bank account.

A membership is not listed, or shows Comp only#

Memberships lists a membership only when:

It renews, is on sale, and starts when it is sold: Starts When is On Purchase. A membership that starts at the first class booked or on a fixed date is sold online.

Its price is in your business's currency.

Your role can sell it (Sell memberships) or give it free (owners and managers).

Comp only means no paid method is available. Check whether the price can be paid online or whether you have the settings for a payment now or on account.