Adding a Customer to Memberships from the User Login Page

1. Log in to Admin Dashboard:
   • Navigate to your admin dashboard and log in with your credentials.
2. Go to User Login Accounts Page:
   • From the dashboard, hover over Customers and then click on User Login Accounts.
3. Edit User:
   • Find the user you want to add to a membership and click on their username to edit their profile.
4. Add Membership:
   • Scroll down to the bottom of the page and you will see the  “Memberships” section in the user profile.
   • Click the “Add Membership” button. – If they already have a membership, you will see the “Add another membership” button – click that. 
   • Select the membership plan you want to assign to the user from the dropdown menu.
   • Set the start and end date for the membership if applicable.
   • Click “Save Membership” to assign the membership to the user.
5. Update User Profile:
   • After adding the membership, scroll to the bottom of the page and click the “Update User” button to save the changes.

Adding a Customer to Memberships through the Memberships Page

• Log in to Admin Dashboard:
  • Navigate to your admin dashboard and log in with your credentials.
• Access Memberships:
  • From the dashboard, go to Memberships.
• Add a New Member:
  • Click on the “Add Member” button at the top of the Memberships page.
  • A pop-up screen will appear, prompting you to select whether you want to add an existing user or create a new user.
• Add an Existing User or Create a New User:
  • If Adding an Existing User:
    • In the pop-up, select “Add an existing Website User as a member.”
    • Search for and select the existing user.
    • Click the “Add Member” button.
    • You will be redirected to the member’s detailed membership screen. Adjust the membership details if needed.
    • Click the “Save” button to update the membership information.
  • If Creating a New User:
    • In the pop-up, select “Create a new Website User to add as a member.”
    • Enter the user’s email address, first name, and last name.
    • Click the “Add Member” button.
    • You will be redirected to the member’s detailed membership screen. Adjust the membership details if needed.
    • Click the “Save” button to update the membership information.
• Additional Details (Optional):
  • You can also add notes or custom fields if needed in the respective sections.
• Save Membership:
  • Once all details are filled in, click the “Save” button to add the membership to the user.

By following these steps, you can manually add a customer to memberships either from the User Login Accounts page or directly through the Memberships page.