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How to Onboard Your Members to Join It

This article will help you add your Members into your Join It database

Leah Pelkey avatar
Written by Leah Pelkey
Updated over a week ago

Summary

So you've set up your Join It account—great start! Now you're ready to bring your members on board. There are three main ways to add members to your Join It database:

  1. Manually add members as an Admin

  2. Bulk import using a template

  3. Allow Members to join themselves via your Member Portal

Three Easy Ways to Get Your Members Onboarded

1. Start by Adding Members Manually

To get familiar with the process, it’s a good idea to manually add a few members first.

You can do this by visiting the Add Members page directly or navigating through your dashboard:

  • Go to Dashboard

  • Click Members

  • Select Add Members

From there:

  • Choose the appropriate Membership Type

  • Enter the number of members you'd like to add

  • Decide whether to record a Payment or skip it

  • Choose to send a Confirmation Email now or later

Then, fill in the key member details—name and email address are essential.

When you're ready, click the green "Add Member" button. That member will now appear in your Members Table, where you can view and manage all your members.

Description of screenshot: Displaying where to Add a Member manually

2. Upload Members with Bulk Import

Once you're comfortable adding members manually, you can upload all your members at once using the Bulk Import tool.

Here's how:

3. Let Members Join Themselves

You can also allow members to register on their own through your Member Portal—a simple and efficient way to onboard new members without manual entry.

Here’s how it works:

  • Members can sign up directly through your Join It Member Portal

  • You can link the portal to any website you manage (e.g., add a “Join Now” button or embed a link)

Your unique Member Portal can be found in the bottom left-hand corner of your dashboard

For full instructions on how to link this to your website, check out this helpful guide:
👉 How to Link to Your Organization's Member Portal

Need Some Help?

We offer live 1:1 onboarding sessions to guide you through the process. You can schedule one here.

And as always, if you have any questions, our support team is happy to help! Here's where you can view our Hours of Support and the best way to contact us.

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