Membership

How to Add a Membership to an Existing Client

How to add a membership to a client and activate their account.

 

 

Step 1 - Click People (CRM)

Step 2 - Click View Everyone

Step 3 - Click on the email of the user you would like to add a membership to

 

 

Step 4 - Click the Memberships tab

Step 5 - Click Add New Membership

 

 

Step 6 - Make sure the correct Membership Type is selected from the dropdown

Step 7 - Set other options like the length of the membership and expiration date

 

 

Step 8 - Enter the Rate

Step 9 - Set permissions like mobility use and nutrition access

Step 10 - Enter the payment method and whether you would like it to be processed today

Step 11 - Click  Signup for Membership

 

 


Category > Section:Business Management >Membership