Support >Business Management >Membership

Membership

If someone pays with cash or check, how do I activate their account?

If someone pays a monthly membership with cash or a check, you will still use the same "Change Membership" function to subscribe them to their membership and activate their account.

If someone pays for their monthly membership with a cash or check:

 

 

Step 1 - Click People (CRM)

Step 2 - Click View Everyone

Step 3 - Click on the email of the user you would like to record a manual payment for

 

 

Step 4 - Click the Memberships tab

Step 5 - Click Change Membership

 

 

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

 

 

Step 7 - Make sure the correct Payment Method is selected

Step 8 - Click Signup for Membership

Step 9 - A green notification will occur showing you the account is active

 


Category > Section:Business Management >Membership