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