New. Manual, Individual Membership

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?🔎

👉 Membership Levels

👉 Fixed vs Rolling Memberships

👉 Create a New Contact Group for Next Year's Membership

👉 Importing Members

👉 Family Membership

👉 Membership Renewal Reminder Emails

👉 Canceling One Membership

👉 Contacts and Members logging in

👉 Move a Group of Members from one Membership to another

👉 Canceling Multiple Memberships

👉 Tax invoicing in Membership

👉 Duplicate a Membership Level

👉 Recording Manual Membership Payments

👉 Viewing Membership Detail info via Memberships > Reports

👉 How to Re-Activate a Cancelled Membership

👉 Creating Membership Levels

👉 Quick View of Active and Inactive Members

👉 What is a Partial Membership?

👉 Can I create an Early Bird Membership offer?

👉 Move a Contact from one Membership Level to another

👉 Deleting a Membership Level

👉 Adjusting the Membership Period

👉 Changing the start or end dates of a membership

👉 Membership Level emails

👉 Waiver Settings

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