TABLE OF CONTENTS

Overview


This guide explains how to use a 3rd Party as a payment method when purchasing a membership in Core. It covers the steps from navigating to the client's membership section to selecting the payment method and saving the membership.


Step 1: Navigate to Client Membership

  • Go to the Customer Module in Core.
  • Click on the Edit Button against the Client.



  • Move down to the Process Membership section.



  • Click on the Process Membership Button.



Step 2: Select Membership Details

  • The Select Membership section will open.



  • Select a Membership from the Membership Dropdown.



  • Select the Start Date of Membership from the Calendar.




  • Add the Customer to share the Membership if needed.


Step 3: Choose 3rd Party Payment Method

  • Select the 3rd Party as a Payment Method from the Payment Method Dropdown.




  • Click on the Continue Button.



Step 4: Confirm and Save Membership

  • Review all the information and click on Continue.


  • The Payment Method section will show as 3rd Party.



  • Click on the Save Button.