How to Add a Membership

Before adding a membership, you must first set up the Membership Type. If you need help with this, refer to our guide How to Set Up Membership Types.

1. Click the Memberships tab in the left navigation bar, then select Add Membership.

2. Search for the contact you want to assign the membership to. Once located, click on their name.

   
   
3. Fill in the membership details, ensuring all required fields (*) are completed. When finished, click Save.