If you sell a membership on an invoice in Sera, you will review and approve those memberships to be added to a customer's account after they are sold through the Memberships To-Do workflow.
If the invoice is finalized, you will find the membership program in Dispatch --> Memberships. In this screen, you will find all of the Membership programs that have not been approved yet by default and if you select the toggle at the top to All, you will find the list of every membership program sold in your account.
If you would like to approve any memberships, select the hyperlink for the Program. Information about the membership will display. The information will mirror the information provided on the invoice. Change any information, if applicable, and select Save & Complete. Our system will automatically mark this membership as Complete, and your customer will have a membership crown next to their name indicating that they are a member.
Note: Only switch the Complete toggle manually if this customer's membership already exists on their account, in the event that it was manually entered directly into their customer record prior to this Membership To-Do being completed. If you attempted to add the membership a second time, a pop-up will display warning you that you are in jeopardy of creating a duplicate membership program for this customer.
Memberships are a great resource to help drive Annual Recurring Revenue and own your backyard!