How to View and Add Members
To view or add new members to any Membership, click on the Membership page (left menu) and follow the steps below.
View Members
To view members in any of your Memberships, click on one of the Memberships listed on the left side. Members are shown to the right of the Membership.
HINT: You know which Membership is showing as it has a checkmark in the upper-right corner (see screenshot below).
Add Members
To add a member, click "Add new" and search for the Account in the search bar. Once you click on the name, it will automatically add the person to the Membership. Reload the page to see the new member list.
How to Move Members to Another Membership
If you need to move a Member to another Membership as an Admin, follow these steps.
Step 1 - Select Membership
On the Membership tab, click on the Membership to view the Members on the right side.
Step 2 - Move Member
Click the three dots beside the Member's name, then choose "Move to another membership."
Step 3 - Choose New Membership
From the list, choose the new Membership and the Member will be moved to that membership.
NOTE: You should only move members to another Membership if you no longer want the Member in the existing Membership.
How to Edit or Delete a Member
The following can be done on the Membership tab:
Turn off the Member's auto-renew: Cancels the auto-renewal
Change the Member's renewal date: Click the change the renewal date for that member
Move the Member to another Membership: Click to move the Member to another Membership
Delete the Member: Click to delete the Member from that Membership
To complete any of the above actions, follow these steps:
Click on the Membership to view the Members on the right side.
Click the three dots beside the Member's name to pull up a menu.
Select the action you wish to take.
How to Reinstate Inactive Members
When a membership payment fails, the following will happen:
The member will automatically be move to the Inactive list (toggle the "inactive" switch to see inactive members).
Auto-renew will automatically be turned off (meaning the membership will not automatically renew).
The invoice with the membership dues will be deleted
Once a membership fails, the following is how you can reinstate the inactive membership.
Step 1 - Update Payment Method
The membership dues failed due to an issue with the member's payment method. Have the member update their payment method in their customer account or an Admin user can update it for them on their billing page.
Step 2 - Charge for Past Dues
Create an invoice for any past dues you want to collect on. When creating the invoice, you can send it automatically via email or text (if SMS texting is turned on).
Step 3 - Edit Renewal Date
On the Members page, click on the membership then toggle on the "inactive" switch at the top. This will show all inactive members. Click on the three dots > "Change renews date." Edit this date to the date you want the membership active until.
For example, for someone with an "active until" date of June 4, 2025, the next quarterly date would be "Sept 4, 2025."
Step 4 - Turn on Auto-Renew
After changing the renews on date, then click "Turn on auto-renew" This will move the member back to the active page. (You will need to refresh your page to see this change).