SquareOS Docs
Real Gym Scenarios

Sell a membership on EMI/installments

Customer wants yearly plan but pay in installments. How should staff sell it?

Question

Customer wants yearly plan but pay in installments. How should staff sell it?

Steps

  • Open POS, select the customer, select the yearly plan, and add joining fee/add-ons if applicable.
  • Set Payment arrangement to EMI / installments.
  • Enter installment count and billing cycle details according to gym policy.
  • Use checkout preview to confirm first invoice, schedule, tax, and outstanding balance.
  • Collect first installment by configured payment method and send invoice/payment link as needed.
  • Use reports/transactions for future dues and collection follow-up tasks.

Correct outcome

The plan remains yearly, the payment schedule represents installments, and reports show paid/outstanding amounts correctly.

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