Whilst it would save huge amounts of time if all members joined & renewed online, in reality there are likely to be many members who prefer traditional paper based methods. 

So in this article we will show you how to accept a members payment manually & mark them as paid from within Clubmate.

There are two methods to doing this.

Firstly, via the Member Quick View. This allows all user levels to be able to add a membership plan. Please note that when using the quick view option, you will be restricted to select membership plans that are available for members to buy online. It is also not possible

The second option is via the full member profile. This allows Owner and Staff users to apply either an online or offline membership plan as well as individually override the values and start/end dates for that specific member. Click here to skip straight to this section.

To see how to manually process a membership and record the payment, follow this video which goes through the process:

Adding a membership plan to an existing member record

Select Members in the Menubar on the left.

Now locate the member you wish to select. You can do this by searching either their first or last name and clicking Refresh.

To select the member record click on their name, This will open up the member quick view. 

To add the membership, select the "New Membership" tab in the member quick view

You'll now need to select from the available membership options, only membership plans viewable to members will be available from the member quick view, if you are trying to apply an offline membership plan ensure you have owner user access and follow the steps shown further below in this article.

Once you've chosen the membership option click "Select". On the following screen review and add any bolt-ons (if applicable) then click Checkout.

From here click "Go to the till" and this will enable you to reconcile the payment.

Choose the method the member has used to pay for the membership plan, (for the purpose of this guide for demonstration "Cash")

Now click either Complete to send a receipt to the member (If an email address has been entered on the member's profile) or Complete (no receipt)

From here click "OK"

A confirmation email will not be triggered automatically, you would need to send this manually (please see the "send confirmation email" option)

If you are an owner user you have the ability to add an offline membership plan to a member's profile, adjust the start date and adjust the membership plan cost for that individual.

Please the following video guide on how to do this:

Also see
​Adding a Member
​Setting up Card Payments