How to Enroll a Member Manually

Christine

September 11, 2020 14:03

You can enroll an existing Contact into a new Membership from the Administrative Dashboard. The method outlined in this article is perfect if you’re looking to add someone to a Membership quickly or if you don’t want an automatic Membership Invoice to be generated. For the more formal process, see this Knowledge Base article.

IMPORTANT NOTE: As you can see by the article linked above, there are two separate ways to register a Member manually.

Using the Public Link
From the Contact Profile

Continue reading to learn the fast method for enrolling a Contact into a new Membership Category!

Manually Enrolling the Member – From the Contact Profile

One way to enroll a Contact into a new Membership takes place on their Contact Record! So our first step will be to navigate to the Contact Record in question for the prospective Member.

Please note that none of the automatic processes will be enacted: as an Administrator, if you follow this method, you will need to create a manual Invoice for any Membership Fees, and you may need to grant the Member Portal Access manually as well. Those steps will be outlined later in this article.

1. From the Member365 Administrator Dashboard, type the contact’s last name or email address into the search bar at the top of the page.

2. Click your desired contact from the search results to access their Contact Record.

Enrolling the Contact

We will now enroll the Contact into the Membership.

PLEASE NOTE that this will simply enroll the Contact into the Membership. Anything else (Membership Invoices, Portal Access, Email Consent, etc.) will need to be taken care of manually.

3. Click on the "Quick Enroll’ button.

4. A pop-up window will appear. Specify the ‘Membership Category.’ If it is an organization or group membership, it will request you confirm the organization or group for that membership and the contact. Enter the 'Fee Category' is applicable, the ‘Inception Date,’ and the ‘Renewal Date’ for the contact’s membership enrollment. Check the box 'Send a welcome email with login credentials that will allow this contact to access the member portal if you want the member to have Member Portal access and be sent the member welcome email. Click ‘+ Enroll’ to confirm.

Screenshot_06-02-2021_10.27.57.png

IMPORTANT NOTE: You are enrolling this contact as a primary membership holder for this organization. If you are attempting to give this contact an employee account, please go to the Organization Record and click on the Employee Account tab in the left side menu.

Don't see the Membership Category you want?

If the Membership Category is not an option from the drop-down menu, this contact may have already been enrolled in the past.

Check their ‘Membership (MMS)’ tab on the left-hand side of the page, and look for records of the Membership Category in question.

If you find an archived record of the category you were looking to select, you can either Unarchive this old Membership or Delete it and restart the steps above.

The Contact could also be in the process of applying to this Membership Category themselves. If the Contact is partway through a Membership Application, that Category won’t populate from the drop-down menu. If you see nothing under ‘Membership (MMS),’ then reach out to the Contact and check whether they have started an application: ask them to finish their Application if applicable.

5. A confirmation message should appear. You have successfully enrolled the contact into their new membership.

Invoicing Membership Fees

This step is optional. Since this Manual Enrollment Method does not create a Membership Invoice automatically, you will need to create a Manual Invoice if you wish to charge the Contact.

Consult this Knowledge Base article to learn how to create a Manual Invoice!

Congratulations, you have enrolled a contact into a new membership!