Have the member and payer contact records ready, and configure a membership type.
Issue a membership
- Open Memberships and choose New membership.
- Choose the Membership type and Payer.
- Select Members covered. Individual types cover one person; group types may have a maximum.
- Set Start date. Use Member since to preserve an earlier joining date.
- Check How is this membership paid for? The type selects the initial payment option. For a one-off payment, enter the payment ID; for a recurring payment, select the recurring payment record.
- Choose Create membership. Allow a moment for the new record to appear.
This records payment evidence against a membership. Creating the membership is not a card checkout.
Review and change membership coverage
Filter the Memberships list by status, then open a row. The detail page shows the membership number, status, members, payer, payment evidence, and dates. A Gift membership badge identifies a payer who is not a covered member.
For group memberships, use Add member or the remove action to change who is covered. Removing someone ends their coverage under that membership. Contact records also show memberships the person is covered by and memberships they pay for.
Cancel a membership
Open the membership, choose Cancel membership, optionally record a reason, and confirm. The record becomes Cancelled; the cancellation dialog warns that it cannot be undone from there. This action should not be treated as a refund or an instruction to cancel a payment arrangement.
For continuing memberships, see renewals and the dashboard.