Adding A New Member During Sale

Last modified by Isaac Mejia on 2025/12/15 16:30

              

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Last updated on December 15, 2025

Adding A New Member During Sale

Information

KB: MSI Knowledgebase • Category: Member Management • Source: https://membersolutions-9221154.hs-sites.com/kb/adding-a-new-member-during-sale_1484292197

  Adding A New Member During Sale

     Created by
     Amith on Feb 05, 2021

Adding a New Member during Sale

The Member Manager Point of Sale allows you to add members to your data “on the fly”.  When searching for a member during the sales process, if myVolo does not find the member in the system, you will be prompted to add the member.  myVolo gives you a quick and easy data entry screen.  No need to navigate away from the sale to setup your customer or members.

To add a member during the sale, go to Sales>Existing Member Sale and search for a member.

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 If Member Manager does not find the member, you will be prompted to add them.

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Click Yes, to add a member, No to return to the previous screen.

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Once you click “Yes”, the Add New Member pane will display with your member’s name pre-filled.  Fill in the address and phone number, and click Save.

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Your new member is now entered into the system, and you will be returned to the Inventory pane to complete the sale.

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