Assigning a membership manually through the admin panel allows you to give customers access to exclusive benefits, discounts, or booking privileges.
Step To Assign a Membership
- Go to the Admin Panel
- Navigate to the Customer tab
- Search for the Customer
- Use the search bar to find the customer you want to assign a membership
- Open the Customer Profile
- Click on the customer's name to open their profile
- Go to the Membership tab
- Select the Membership tab within the customer profile
- Click " + Add Membership"
- A search window will appear. Find and select the membership you want to assign.
- Handle Payment (if applicable)
- A charge window will appear
- Here you can either
- Process the payment directly, or
- Send the customer an Adyen payment link to complete the transaction online.
- Confirmation
- Once added, the membership will appear in the customer's profile. The customer will also receive a welcome email and/or membership confirmation.
Customer Self-Sign-Up: The self-sign-up feature is only available for paid memberships. Free memberships do not have this option.