Start a membership for a client

Who can do this: Team members with access to Memberships
Where to find it: Apps › Memberships › Start Membership

Enrol a client in one of your membership plans.

Before you start

• Create at least one membership plan first.

Steps

1. Open the Apps launcher (the grid icon in the top bar) and select Memberships.
2. Select Start Membership.
3. Choose the Client and the Membership Plan, then save.

Result

The membership appears in your list and on the client’s profile.