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Manage member profile
Create Member:
Users can easily create new members, assign members to membership plans 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 the ‘Members’ option.
3. Click on the ‘Add Member‘ button.
4. In the 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‘.
Member’s details get saved and will be displayed on the listing page.
Member Form
Assign Membership to Member:
Users can assign membership plans to members 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 the ‘Members’ option.
3. Click on the ‘Edit Member‘ icon.
4. Navigate to the ‘Membership Terms‘ tab. This is called a Member workspace.
5. Select ‘Membership Name‘, select ‘Joining Date‘, and ‘Payment Terms‘.
6. Click on ‘Save’.
Membership gets assigned to members and details get saved. Users can also edit the payment terms by clicking on the pencil icon.
