If you'd like to assign a contact to a new membership follow these steps.

Step 1.

Go to Memberships.

Step 2.

Click the + New button and select New Membership.

Step 3.

Pick the Membership Level

Step 4.

Search for an existing contact or add the membership to a new contact.

Step 5.

You'll see the next screen. You can choose the relevant options to suit.
Select if you'd like to send them a Welcome Email.

Step 6.

Has the contact paid yet?

a) If yes, leave 'Paid' highlighted and select the 'Payment Type'. Tick 'Partial Payment' if the contact has only paid part of the fee. Then select Complete.

b) If no, select 'Needs an Invoice' and tick the box 'Email an Invoice'. Then select Complete.

Step 7.

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

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WANT TO KNOW MORE?πŸ”Ž

πŸ‘‰ Membership Levels

πŸ‘‰ Fixed vs Rolling Memberships

πŸ‘‰ Create a New Contact Group for Next Year's Membership

πŸ‘‰ Importing Members

πŸ‘‰ Family Membership

πŸ‘‰ Membership Renewal Reminder Emails

πŸ‘‰ Canceling One Membership

πŸ‘‰ Contacts and Members logging in

πŸ‘‰ Move a Group of Members from one Membership to another

πŸ‘‰ Canceling Multiple Memberships

πŸ‘‰ Tax invoicing in Membership

πŸ‘‰ Duplicate a Membership Level

πŸ‘‰ Recording Manual Membership Payments

πŸ‘‰ Viewing Membership Detail info via Memberships > Reports

πŸ‘‰ How to Re-Activate a Cancelled Membership

πŸ‘‰ Creating Membership Levels

πŸ‘‰ Quick View of Active and Inactive Members

πŸ‘‰ What is a Partial Membership?

πŸ‘‰ Can I create an Early Bird Membership offer?

πŸ‘‰ Move a Contact from one Membership Level to another

πŸ‘‰ Deleting a Membership Level

πŸ‘‰ Adjusting the Membership Period

πŸ‘‰ Changing the start or end dates of a membership

πŸ‘‰ Membership Level emails

πŸ‘‰ Waiver Settings

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