How to Add a Membership

Before adding a membership, you will need to set up the Membership Types and Levels in Settings. See the ‘How to Set Up Membership Types and Levels’ document if you need assistance with this.

1) Hover over the ‘Memberships’ tab, scroll down, and click on ‘Add Membership’.

2) Search for the contact that you would like to add the membership for using the options under Contact Filters, which you can expand by clicking on the + sign. Once you have located the contact, click on their name.

3) Fill out all fields with a red asterisk (*) because they are required. You may fill out any other necessary fields too.

4) Be sure to change the Transaction Type from ‘New’ to ‘Renewal’ if this is a membership renewal.

5) If the membership was given to this contact by another person, you may add them in by clicking ‘Link to Existing Contact’.

6) This will then open a search box. Type in the name of the contact you want to search for and then click the ‘Search’ button.

7) When you locate the correct contact, click on their name. When you are done filling out the membership page, click on ‘Save’ or ‘Save and Exit’ in the top right.

8) If you select ‘Save’ it will keep you on the same page and you will see some additional fields at the bottom. One of these will be Membership Payments and you can add a payment by selecting ‘Add Payment’

9) This will then set up the payment as a gift. Fill out all required fields along with any other necessary information and click on ‘Save and Exit’.

10) This screen will update the Membership Payments with the payment that I created and also list it under Membership Transactions. If I had sent a thank you letter or receipt, the Acknowledgments section would reflect this.