How to add members to membership areas

To add members to a membership, you need to find them in the CRM by clicking on Contacts/Database on the left sidebar, then searching for them by name, email or phone.

Once you've found their contact record, click on it and take a look at their contact profile.

In their contact profile, on the right side, you need to make sure they've purchased the product, if they haven't, you'll need to add the purchase.

Next, you'll need to look at the bottom left of their contact profile and make sure that they have a user login.

Click on "Create User Login".

Then fill in the form, making sure that they're logging onto the correct membership url.

You set the password, which you can share with them directly, get them to reset their password on the reset password page, or just check their email for the automated email that will now be in their inbox.