Summary
With Join It, it's easy to process payments for memberships. There are multiple ways to collect payments depending on your workflow, and this guide walks through each option.
Payments via the Member Portal
New Members Joining a Membership
Members can join a new membership directly through your public Member Portal.
This is the most common way to collect payments. To access your portal, click the “View Member Portal” button from your Dashboard (bottom left-hand corner).
From there, members can browse available membership options, select the appropriate membership type, and complete their purchase.
Screenshot Description: Showing an example of where Members can click to join a Membership
Existing Members Renewing a Membership
Members can renew an existing membership by logging into their account through the “Member Login” option on your portal.
Once logged in, they can view their current membership and select the option to renew, completing payment as prompted.
Screenshot Description: Showing where Members can login to their Member Portal
Admin Payments (Back-end)
Admins can also process membership payments directly from the admin dashboard on behalf of a member. This is also useful for manual entries or offline payments (such as cash or check).
To process a new Membership and payment:
Navigate to the Members dropdown menu
Select 'Add Member'
Choose the membership type
Enter the member’s details
Select a payment method and proceed
During this process, you can either collect payment online or record an offline payment.
Screenshot Description: Showing where you can add a new Member and payment
One-time Membership Payments
You can also process a one-time payment for an existing membership. This is typically used for follow-up payments after a member has already purchased a membership in the past.
Note: This option is only available if the member has a card on file. To add a card:
Go to the member’s record
Click “View billing options” under the membership
Select “Add payment details”
To process a one-time payment:
Navigate to the membership record
Click the green “Add Payment” button
Select “Collect Online Payment”
Choose your collection method: Send Invoice or Collect Online
Screenshot Description: Showing where to click to Add a payment and Add new card details for a Membership
Related Resources:
Want to learn more about Offline payments?
Check out this article on adding Offline payments here.
Curious about where you can learn more about sending Invoices?
This article will go over more information about sending invoices to members.