Create Membership

Membership can be created in the system so that member can get registered with it. A new membership can be created by following these steps:

  1. Visit the client portal.
  2. Expand Manage Member and select membership type from the menu.
  3. Client will land on the memberships page and existing memberships will be seen (if any)
  4. Click on the button create new membership type .
  5. Fill in the data.
  6. Click on the submit button, to create the membership type.
  7. Click on the back button, to go back to the Membership Types list.
  8. To update an existing Membership Type, click on the edit icon on Membership Types list and the existing details can be edited.
  9. To delete an existing Membership Type, click on the delete icon on Membership Types list and the Membership Type will be deleted after confirmation from you again (if any member is not associated with the membership type)
  10. Click on the download icon to download the members associated with the membership type as csv.
  11. Click on the copy button to copy the signup URL of selected membership type
  12. Click on the Add button to create a member within the membership type