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Manual Membership Creation

Manual membership creation is used when admins assign or renew membership outside normal checkout.

How to Assign Membership Manually​

  1. Go to Memberships.
  2. Click Create or New Membership.
  3. Select one or more members.
  4. Select the membership type.
  5. Choose the start date.
  6. Confirm the end date auto-populates to one year unless changed.
  7. Review the payment schedule.
  8. Generate invoice and collect payment.

Required Flow​

  1. Select one or more members.
  2. Select membership type.
  3. Confirm start and end date.
  4. Review payment schedule.
  5. Generate invoice.
  6. Collect payment before the new date takes effect where required.

Form Standards​

  • Member names should be capitalized.
  • Emails should be lowercase everywhere.
  • Member position email should also be lowercase.
  • Start and end date should use the standard date-time picker.
  • Payment tab should show the payment schedule preview.

Existing Members​

If an existing member already has an active period, default renewal dates should start after the current active period ends.