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Manage member profile
Create Member:
User can easily create new members, assign member to membership plan and update payment terms from the below screen. You would be required to add a few details such as Personal Details, Work Detail etc and click Save to complete this step.
To Add Member details
1. In the Organization Menu select ‘Members’.
2. Navigate to ‘Members’ option.
3. Click on ‘Add Member‘ button.
4. In Personal details tab, enter all the required details like ‘Full Name’, ‘Date of Birth’, ‘Mobile Number’ and ‘Email’.
5. Click on ‘Save & Next’.
6. Enter Work Details & Family Member details which is optional.
7. Click on ‘Save‘.
Members details get saved and will be displayed on listing page.
Member Form
Assign Membership to Member:
User can assign membership plan to member and update payment terms from the below screen. You would be required to add a few details such as Membership Name, Joining Date etc and click Save to complete this step.
To Assign Membership to Member
1. In the Organization Menu select ‘Members’.
2. Navigate to ‘Members’ option.
3. Click on ‘Edit Member‘ icon.
4. Navigate to ‘Membership Terms‘ tab. This is called as Member work space.
5. Select ‘Membership Name‘, select ‘Joining Date‘ and ‘Payment Terms‘.
6. Click on ‘Save’.
Membership gets assigned to member and details get saved. User can also edit the payment terms by clicking on pencil icon.
