--- title: "Register : Selling a Membership or Class Pass" description: How to sell a membership or class pass to a customer directly from the Register, including proration, Pay Now vs. Pay Later, and what to watch for. --- [Skip to content](https://support.clubcaddie.com/register-selling-a-membership-or-class-pass#main-content) English Show submenu for translations [![CC fiserv. 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Enter your question and get step-by-step tips. - There are no suggestions because the search field is empty. 1. [Club Caddie](https://support.clubcaddie.com/?hsLang=en) 2. [Register](https://support.clubcaddie.com/register?hsLang=en) 3. [Tools](https://support.clubcaddie.com/register?hsLang=en#tools) August 18, 2026 # Register : Selling a Membership or Class Pass ## Sell a membership or class pass without leaving the Register Staff can sell a membership or class pass to a customer right from the Register, without switching over to the CRM or Member Management screens first. This article covers how the sale works, how proration is calculated, and the difference between Pay Now and Pay Later. **Desktop only.** This feature is not available in Browser. If you're working in Browser, or you're adding a class to an existing member without taking payment right now, use the Customers route instead — see **Members : Assign Member Classes**. ##### **Where to find it** In the Register, open the **TOOLS** menu and select **Membership / Pass Sale**. ![Register TOOLS tab showing the Membership / Pass Sale tile](https://support.clubcaddie.com/hs-fs/hubfs/kb-pipeline-images/register-membership-class-sale-01--5.7.8.0-1.png?width=670&name=register-membership-class-sale-01--5.7.8.0-1.png) ##### **Selecting the customer** Use **Search** to find an existing customer, or the green **+** to add a new one. - **If the customer is already a member**, their Membership ID loads automatically and the field locks — you can't change it here. - **If they're new**, a Membership ID is generated automatically and the field stays editable. You can type a different value if needed; it's checked for duplicates against other active memberships before the sale goes through. **One thing to know:** for a brand-new customer paying with Pay Now, confirm the Membership ID on the customer's member profile after the sale completes. The member record is the authoritative source for the assigned ID — give the customer the ID shown there, not the value typed in this field during the sale. ![Empty Membership / Pass Sale popup showing the customer and Membership ID fields](https://support.clubcaddie.com/hs-fs/hubfs/kb-pipeline-images/register-membership-class-sale-02--5.7.8.0-1.png?width=670&name=register-membership-class-sale-02--5.7.8.0-1.png) ##### **Picking a class and strategy** Select the class from **Select Class**. The Expiration Date fills in automatically based on how that class is configured (a specific date, or a set number of days/months/years from the effective date). **If a Strategy dropdown is available, pick one.** Strategy determines the charge and processing fee for this sale. The **Strategy** dropdown is enabled only when the class has at least one strategy configured in Settings. If a class has no strategies configured, the field stays disabled and the class's own base pricing applies. Settings for classes, strategies, and expiration rules live at **Settings → Membership Class Type Settings → Manage Classes**. ##### **Proration** If the class is set up to prorate, **Billed Till Date** auto-fills to the end of the current billing cycle, and the amount charged today is reduced based on how many days are left in that cycle. You can adjust Billed Till Date manually — doing so recalculates the prorated amount. **Important: the prorated amount is a one-time, first-period charge, and it applies to Pay Now.** (See Pay Now vs Pay Later below — Pay Later bills the full rate.) It does not reduce the customer's ongoing recurring bill. A customer who joins partway through a monthly cycle might pay a smaller amount today, but their next full monthly charge is the class's regular amount — not a continuation of the prorated figure. Set that expectation with the customer at the time of sale. ![Membership / Pass Sale popup with a class selected and a prorated amount](https://support.clubcaddie.com/hs-fs/hubfs/kb-pipeline-images/register-membership-class-sale-03--5.7.8.0-1.png?width=670&name=register-membership-class-sale-03--5.7.8.0-1.png) ##### **Completing the sale: Pay Now vs. Pay Later** **Pay Now** adds the sale to the current register order (or opens a new order for the customer if none is open) and charges the prorated amount immediately as part of that sale. - Pay Now is **disabled** for any class on an advance billing schedule — those classes can only be sold through Pay Later. - **A membership sold with Pay Now posts to the member's Purchase History, not the member's ledger.** To review the charge later, open the member's **Purchase History**. **Pay Later** saves the class assignment to the member's record immediately, unpaid — the billing cycle drives the charge from there. Confirmation reads "Membership saved successfully." - **Pay Later bills the class's full rate, not the prorated figure shown on the popup.** Proration applies to what you collect *today* through Pay Now. On Pay Later nothing is collected now, and the next billing cycle charges the class's regular price. **If you quoted the customer the prorated amount on screen and then chose Pay Later, that is not what they will be billed** — either take the prorated amount now with Pay Now, or tell the customer the full rate is what posts. - Advance-billing classes **can still be sold through Pay Later** — that path doesn't carry the same block. To correct a Pay Now sale before it's finalized, click the edit icon on the register line to reopen the popup with your entries preserved. ![The membership sale added to the register order after Pay Now](https://support.clubcaddie.com/hs-fs/hubfs/kb-pipeline-images/register-membership-class-sale-04--5.7.8.0-1.png?width=670&name=register-membership-class-sale-04--5.7.8.0-1.png) ##### **Who can use this** Any staff member who can reach the Register's **TOOLS** menu can sell a membership or class pass, including generating a Membership ID for a new customer — there is no separate permission or role restriction on this feature. To restrict it to certain roles, contact your Club Caddie representative. **One additional limitation:** a customer who is a sub-member (not the primary member on an account) cannot buy a class this way — the sale has to be run under the primary member. ##### **If the customer already has this class** Selling a class the customer already holds active triggers a popup and stops the sale: ![Duplicate active class popup, verbatim message with class name appended](https://support.clubcaddie.com/hs-fs/hubfs/kb-pipeline-images/register-membership-class-sale-05--5.7.8.0-1.png?width=670&name=register-membership-class-sale-05--5.7.8.0-1.png) To sell it anyway (for example, renewing early), set the Effective Date after the current class assignment's expiry. ##### **Common Questions** **Why is the Strategy dropdown greyed out?** The class has no strategies configured in Settings. The dropdown is enabled once the class has at least one strategy; until then, the class's base pricing applies. **Is the prorated amount the customer's new recurring rate?** No. The prorated figure is a one-time first charge. From the next billing cycle onward, the class's regular recurring amount applies. **Why is Pay Now disabled for some classes?** Classes on an advance billing schedule are sold through **Pay Later** only. **Where does a Pay Now membership charge appear on the member's account?** Under the member's **Purchase History**. Pay Now charges are part of the register sale, so they are recorded there rather than on the ledger. **Which Membership ID do I give a new customer?** The ID on their member profile after the sale completes. For a new-customer Pay Now sale, confirm it there rather than from the sale popup. **I'm working in Browser — how do I sell a membership or class pass?** This tool is Desktop only. 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