Add a Member

There are two ways to record a membership: add a membership period to a contact from Community > Contacts, or create a Membership Campaign.

The first method is quicker to set up, but doesn't offer in-depth tracking. A Membership Campaign, on the other hand, lets you track transactions, collect information, and much more.

• Add a membership period
• Create a Membership Campaign
• Manually record a membership

Add a membership period

Benefits of this method

This approach is a good fit:

• if you're just getting started with the platform and your members are mid-membership period. You can log their membership for the remaining months, then create a campaign for the next cycle;
• if you don't use accounting or don't want to offer online sign-up. This lets you record a large number of memberships quickly.

You can use this method to extend membership periods on a case-by-case basis. However, it is not possible to edit the dates of an existing membership period.

How to do it

Go to Community > Contacts:

• Select the contact(s) — see how to add a person to your community if needed;
• Click + More options;
• Select Add as a Member;
• Choose the membership start and end dates;
• Confirm.

The selected contacts will be given Member status (yellow badge). They will appear under the "Members" filter at the top of the page.

Create a Membership Campaign

Benefits of this method

A Membership Campaign lets you manage memberships from start to finish, including:

• recording personal information in the Community;
• tracking memberships and payments;
• accounting entries for memberships and payments;
• automatic sending of receipts and invoices, and more.

These tasks are automated, saving you valuable time.

How to do it

Membership Campaigns are created from Campaigns > Memberships.

This article walks you through creating a Membership Campaign in detail.

Manually record a membership

Access the member addition page

When members sign up online (recommended), they are automatically added to the member list and the revenue is recorded in accounting.

You can also record memberships manually.

Go to Campaigns > Memberships. From your Membership Campaigns overview page, click Manage Members on the campaign you want.

You'll land on the member list page. Click the + Add a Member button.

Link the membership to a profile

The Link to a person (recommended) field lets you associate a membership with a contact in your Community, which allows you to track payments.

This field represents the Buyer of the transaction: it is linked to the accounting entry and the transaction will appear under the Purchases tab in their profile.

If you forget to link the sale to a contact at this step, you can still settle the contact's account in accounting by linking the payment to them later. However, for simplicity, we recommend linking the transaction to the contact when you first record the sale.

Register members

You can then record members by entering their first and last names and membership rates. To add more members, click Add a person.

Important: if you record multiple memberships at once, the payment can only be linked to a single contact. This means that in accounting, the full payment amount will be attributed to one contact and will not appear in the accounts of the other person(s) (contact General Ledger). Each member's membership will still be displayed on their individual profile, in the campaign's member list, and on the transaction page.

Apply a custom discount in $ or % if needed, then click Continue.

Added someone to the wrong Membership Campaign? Note that it's not possible to transfer a person from one campaign to another. You'll need to delete the transaction from the first campaign and register them in the correct one.

Collect member information

You'll be prompted to fill in the data required for the enabled supporting document (invoice/tax receipt) and any fields enabled in the campaign.

If an existing profile matches the information entered, you can link the sign-up to that profile or create a new one. Profiles from unfinished memberships are also shown here.

Record memberships in accounting

The final step of recording a membership is adding it to accounting. This ensures your membership appears in your books automatically — no need to enter it again.

• For immediate payment, enter the payment method, the associated account, and the date. The linked person defaults to the Buyer from step 1, but you can change this if needed.
• For a later or installment payment, check the Deferred Payment box. Enter the payment details if you have them.

Save — the membership is now recorded for the member and in accounting.

To view payment statuses, click filter by payment status:

See this article to record a payment on a membership with a deferred payment.

Learn more

• Add multiple people via Excel import
• Create your Membership Campaign
• Membership information
• Record multiple payments for a membership