Memberships from the Dashboard

Edited
  • An Admin can give a Membership for free or help a Non-member purchase one from the Dashboard

  • Giving a Free Membership:

    • Navigate to the Customer’s Account in the Customer Page

    • Scroll down to the Membership section under ACCOUNT STATUS

    • Click on the Pencil icon

    • Select the preferred Membership

    • Click the Free button in Charge type

    • Click the blue Update Membership button

      • This Customer now has a Membership, with all the perks that come with it, completely free of charge

  • Helping a Non-member purchase a Membership from the Dashboard:

    • Ask the Non-member what type of Membership they would like to purchase

    • Navigate to the Customer’s Account

    • Scroll down to the Membership section

    • Select the desired Membership the Customer asked for

      • Pick from a Monthly, 6-month, or Annual charge frequency

    • Click the blue Update Membership button

      • This will charge the Customer immediately for their Membership