How to Register a Member Manually

Christine

November 08, 2020 18:00

Administrators can register members manually. Follow the steps below to sign someone up for any membership given their email address.

Accessing Manual Registrations

1. From the Member365 Administrator Dashboard, click ‘Reports’ at the top of the page.

2. Hover over ‘Membership’ on the drop-down menu that appears.

3. On the next drop-down window, click ‘Manual Registration’.

Reports Membership Manual Registration.png

Registering Members

4. Enter the email address of the member you want to register. Click ‘Look-up Member.’

If the email belongs to an existing contact, their name will show up. If the email is not in your system, you will be registering a new user.

5. Select your desired Membership Category from the drop-down menu, then click ‘Register Now’.

Registration Category.png

6. Click the auto-generated link to proceed with your manual registration.

Manual Registration Link.png

7. You will be taken to the registration page for your selected Membership Category. Fill out the fields as if you are impersonating the member in question. Proceed through the Membership Application to complete your manual registration.

Volunteer Application.png

If you are registering an existing contact, many of these fields will be populated already. When registering a new contact, you will need to provide their name and any other mandatory details.

Congratulations, you have registered a member manually!