Adding Memberships to Attendee Profiles

Memberships can be created for attendees by both the customer and the organizer. As the organizer, a few different ways to make a membership. 📇

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Create from the Memberships Page

• Click 'Financials'
• Select 'Memberships' at the top
• Click 'Add Membership'
• Fill in the required information
• Click 'Create' at the bottom of the page

Create from a contact's details page

• Click on 'Contacts'
• Find and click on the contact you want to add a membership to
• Click 'Add' to the right of Memberships
• Fill in the required information
• Click 'Create' at the bottom

Create when adding or making an order

• Click 'Financials'
• On the 'Orders' tab, click 'Create Order'

• Or select an existing order to add the membership to

• Fill in the required information
• Click 'Add Item'
• Fill out the required information
• Click 'Add Item'

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