Assigning packages and memberships

On the Admin side, you can also manually assign a package or membership to a customer's profile. For instances where there's a new customer at your facility, who would like to sign up for a membership on the spot!

To manually assign a Membership

1. In Swift Admin, navigate to the customer's profile

   ​

2. Select the Memberships tab

   ​

3. Click the Add Membership button

To manually assign a Package

1. In Swift Admin, navigate to the customer's profile

   ​

2. Select the Packages tab

   ​

3. Click the Add Package button

I'm taking payment for a membership outside of Swift. How can I assign the membership to a customer without adding a credit card to their account?

If you collect payment for a membership outside of Swift and want to assign the membership to a customer without adding a credit card to their account, you can do so by creating and applying a coupon at checkout when assigning the membership to their profile. Follow the steps below to complete this process:

1. Go to Marketing > Coupons.
2. Create a new coupon with these settings:

• Set the Type to Percentage.
• Set the Amount to 100%.
• Set the Duration to Forever.

3. After you have created the coupon, go to the Customer's profile and click on the Activity tab
4. Click the Assign Membership button
5. Select the Membership from the drop down list
6. Enter in the Coupon Code and click Apply
7. Next, click assign Assign Membership.

This will allow you to assign the membership without needing to add a credit card to the customer's profile.

How can I delete a package from a customer's account?

Currently, there isn’t a direct way to delete a package from a customer’s account — but you can effectively remove it by redeeming all the credits,

1. In Swift Admin, navigate to the customer's profile

   ​

2. Click on the Packages tab

   ​

3. Find the package and select the More (...) icon

   ​

4. Click the Redeem Credits option. Enter the amount of credits you would like to redeem or remove from their package

Once all credits in the package have been redeemed, the package will show as 0 credits remaining, but the package will remain visible in the customer's profile for tracking and reporting purposes. This helps maintain an accurate activity log while keeping the customer's account up to date.