Assigning a Membership Manually

If a member decides to pay for their membership with cash, cheque, or another offline method, you'll want to record the membership properly in your database. The steps below will outline how to add a manual membership for these situations.

How to assign a manual membership:

1. Select the People tab and then Users on the left-hand side of the admin portal.
2. Search for the user by email, name, or member ID. If this is a new user, you'll need to make them an account by clicking Create User.
3. After locating the user click the ••• then View User.
4. Select the Memberships tab on their profile.
   
   
5. Click Assign Membership.
6. Select the membership type and plan.
7. Enter the amount paid and the offline payment method for your accounting records.
8. Click Save.