Selling membership plans through the POS allows you to seamlessly offer exclusive plans to customers during checkout, enhancing customer loyalty and generating recurring revenue. This guide will walk you through the simple process of selecting, adding, and processing membership plans directly from the POS system.

Step 1: Display Membership Plans at Checkout

• When processing a sale at the POS, the system will automatically display a membership plan popup during checkout if the Membership Plans module is enabled and there are available plans.
• This popup will show all available membership plans that the customer can choose from. 
• You can select the membership plan that best suits the customer’s needs and add it to the cart.

Step 2: Adding a Membership Plan and Devices to the Cart

• Once a membership plan is selected, you can also attach devices to the plan. If the plan supports multiple devices, you will be prompted to enter the number of devices covered by the plan.
• You can choose whether to make the IMEI/Serial number field mandatory for each device. If the field is set as mandatory, the checkout process will not proceed until an IMEI or serial number is entered for each device.

Step 3: Processing the Payment for the Membership

• After the membership plan has been added to the cart, the user can proceed to process the payment for both the membership and any other items in the cart.
• Payments for membership plans can only be processed using RD Pay. If RD Pay is not enabled, the membership sale cannot proceed, and the user will be prompted to configure it.

Step 4: Subscription and Invoice Creation

• Once the payment is processed, a subscription for the selected membership plan is automatically created.
• An invoice is generated based on the selected billing cycle (monthly or annually), and future recurring payments are set up.
• If a free trial is enabled, the subscription is created but no charge will be applied immediately. The system will create the invoice once the trial period ends.

FAQs

1. How do I offer membership plans to customers during checkout?

   • When the Membership Plans module is enabled, a popup will automatically display during checkout at the POS, showing all available membership plans. You can select a plan and add it to the cart.

2. Can I sell a membership plan if RD Pay is not enabled?

   • No, payments for membership plans must be processed through RD Pay. If RD Pay is not enabled, you will be prompted to configure it before proceeding with the sale.

3. What happens after I sell a membership plan at the POS?

   • After selling a membership plan at POS, you can manage the customer’s subscription, handle invoices, and track payment status. For more details on managing subscriptions, visit Managing Membership Invoices and Subscriptions.
     If you need guidance on creating and customizing new membership plans, check the article on How to Create and Manage Membership Plans.