Memberships | How To Assign Memberships To Customers ⛳

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

  1. Go to the Admin Panel
    • Navigate to the Customer tab
  2. Search for the Customer
    • Use the search bar to find the customer you want to assign a membership
  3. Open the Customer Profile
    • Click on the customer's name to open their profile 
  4. Go to the Membership tab
    • Select the Membership tab within the customer profile
  5. Click " + Add Membership"
    • A search window will appear. Find and select the membership you want to assign.
  6. 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.
  7. 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.

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