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.
If you are experiencing issues that none of our articles has helped you solve, please contact by clicking the button below:
USEFUL LINKS:🚀
Don't have an account yet? Sign Up now and get Pro Free for 30 Days🚀
New to TidyHQ? Check out our Getting Started Collection🐣
Everything you need to know? please refer to TidyHQ FAQs 💬
Looking for TidyHQ rates? talk to us to better understand our Pricing💰
Anything related to help topics? please visit our Help Centre🚨
CONNECT WITH US:🌍™
If you'd like to know more, chat with us in the Messenger! 😊