The Bloom Memberships tile allows you to create a new membership for a customer. You can also review and edit existing member's details.
This guide will walk you through creating a new club membership for a customer, including adding the customer if they don't already exist. Let's look at the steps:
Step 1: Add the Customer
Check if the customer exists in the database, If they do, add them to the cart. If not, create a new customer profile for them. Enter the customer's name, email, phone number, and optionally their address to make sign up easier. Double check the information, especially email spelling and save the new customer by clicking Save in the top right..
Step 2: Go to the Bloom Memberships Tile
Navigate to the Memberships tile. Once it loads, verify that the customer does not already have a membership.
Step 3: Add a New Membership
Select Add membership. Then choose the tier and preference that the member requests. If you have an active release that is customizable you can do so at this time. Click Continue to proceed.
Step 4: Set Delivery preference
Set the member's desired delivery preference. You can choose between either pick up or delivery. If you have multiple pick up locations select the preferred option. For shipping enter the Shipping address and remember to add in the date of birth at the bottom.
Step 5: Enter Referral Information
If applicable, add a referral name. If there are pre-populated names you can choose one or type in a new name. Click Save to continue.
Step 6: Review and Save Membership
Review all entered information and save the new membership. This will create the membership, billing will still need to be added.
Step 7: Add Payment Method
To add a payment method for the customer you can manually enter card information or send a link to the customer to complete billing details themselves. If entering the information manually you make sure to include the date of birth on the billing details.
Step 8: Review Membership Details
View and review the customer's membership. Confirm club assignment, billing status, delivery method, and referral information.