Manually Create a Membership for a Contact

Manually create a new Membership for a Contact from the Admin Dashboard

Updated over a week ago

Assigning a new Membership to one Contact

Go to Memberships and select New Membership from the green button.

Select the Membership Level and Continue.

  • If you want to add an existing Contact, you can search for their name or email address.

  • You may also add a new Contact - the First Name and Last Name fields are mandatory.

  • Depending on the Membership Field Options, you may need to fill in other mandatory fields.

Continue

  • If the Contact has paid their Membership fee, record as Paid and select the Payment Type. You may also record a Partial Payment received.

  • If the Contact hasn't paid, select Needs an Invoice and optionally select whether an invoice should be sent

  • If Paying Now, the Contact's credit card details can be entered to record the payment.

Select Complete when details are recorded.

This will complete the membership for that contact. If you selected Needs an Invoice or Partial Payment, you'll see that the payment is outstanding and you can add a payment when you receive it.


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