Summary
Join It makes it easy to grow and manage your membership database. Whether you're adding members one at a time or importing a full list, there are several ways to get members into your organization depending on your needs.
Different options to Add Members
You can add members to your organization in the following ways:
Add members manually through your admin dashboard
Bulk import members using CSV, Excel, or Google Sheets files
Allow members to join themselves through your organization’s Member portal
Sync members from external platforms (such as Eventbrite)
Each method is designed to support different workflows, whether you're onboarding a few members or migrating a large database.
How to Manually Add a Member
Adding a member directly from your admin dashboard is quick and straightforward:
From your Dashboard, navigate to the 'Members' tab
Click on the 'Add Members' tab
Select the appropriate Membership Type
Fill out the member’s information
Click 'Add Member' to save
If needed, you can also record a payment at the time of adding the member:
Add an offline payment (e.g., cash or check)
Process a payment using an online or backend payment method
Screenshot Description: Showing the page for Adding members
Frequently Asked Questions
If I manually add a Member will they automatically be sent a Confirmation Email?
No, when manually adding a Member if you'd like a Confirmation Email sent, you'll want to be sure you toggle on the 'Send Confirmation Email' button before clicking on 'Add Member'.
Screenshot Description: Showing where to toggle on the Confirmation email
Can I send a Confirmation Email later?
Yes, If the confirmation email wasn’t sent during setup, you can:
Open the Member’s record
Click “Resend Confirmation Email” at the top of their profile
Can I edit a member’s details after adding them?
Absolutely, you can update a member’s information at any time by opening their Membership from the Members table.