Before you start
To add someone, they need to already exist as a contact in TidyHQ. If they're brand new, create their contact profile first.
Find the membership and open the record
Go to Memberships > Reports.
Use the Name field to search for one of the existing members in that membership, then hit Search.
Click the membership number in the leftmost # column.
Clicking the name opens the contact's profile, where membership editing isn't available.
Clicking the number opens the full membership detail page.
Add a contact
On the membership detail page, find the Members box.
In the top-right corner, you'll see an "Add New Member" button.
First, choose whether you're adding an Adult or a Child. If this membership already has the maximum number of adults or children, that option won't be available; if completely full, the entire selector & button will be hidden.
Then, type their name into the search field and select them from the dropdown (there may be several options).
If the new member does not appear in the dropdown list, ensure their contact record has been created in Tidy.
Once a contact is selected, the Add New Member button will become active.
Adding a new member does not create a separate membership or require family links. The new member will be added to the existing membership seamlessly.
Remove a contact
On the membership detail page, find the Members box.
Find the contact's entry in the Members box and click Delete under their name to remove them from the membership.
