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 RepairDesk

You can first check the video below:-

Here are the detailed steps to offer and sell membership plans:-

Step 1:

- Display Membership Plans at Checkout while Selling Devices

• If you're selling a new device, add customer details. You can scan the device's barcode or search for the device to add it to the cart
• When you click on checkout, this popup will show all available membership plans from which the customer can choose. 
• You can select the membership plan best suits the customer’s needs and proceed to checkout to process payment through RD Payments.

• If you want to sell a plan after a repair job, it’s just as easy. Simply go to "View Tickets" and search for the relevant ticket
• Open the ticket in the POS, verify the details, and click Checkout. Again, a popup will show all available plans, and you can offer the right one to your customer.
• Suppose device coverage details are required with the plan. In that case, the system automatically pulls in the device information from the repair ticket, including the device name and IMEI or serial number, so you don’t have to re-enter it. Click "Proceed to Checkout" to process payment through RD Payments.

Step 2

Processing the Payment for the Membership

• After adding the membership plan to the cart, the user can process the payment for the membership and any other items.
• 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 3:

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), 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 make 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 all available membership plans during checkout at the POS. 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.

4. Can i sell membership plans directly from POS?
   

• Yes, you can sell membership plans to a customer without selling a product or booking a repair job.
   
• Load a customer on POS, and click on the 3 dots to choose the 'Sell Membership' option.
  

• Select a Membership Plan and click 'Add to Cart'. 
  
  
  
• Note: If you add this membership plan along with other items in the cart, it will display as $0.00. However, a recurring invoice of $19.99 for this plan will be created after checkout.