Summary
With Join It, there are a variety of ways that members can easily be added to your member database -- each of the following methods for adding a member meets unique cases and needs of different organizations:
Organization admins can add members through their admin Dashboard
Organization admins can bulk import their members into their membership database (via CSV, Excel, or Google Sheets files).
Members can join themselves through your Organization's profile
Members can be synced from external systems (like Eventbrite).
Instructions for Adding a Member Manually
Adding a member through your administrator dashboard is quick and super easy within Join It!
From your Dashboard, select the 'Members' page from the navigation
Then click the tab that says "Add Members".
Select which Membership Type you want to add the member to and fill out the respective fields. Then you're all set!
If necessary, add a note of any payment received either through an Offline Payment or through one of our Online or Backend Payment gateways
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' (See screenshot #1 below)
If the 'Send Confirmation Email' button wasn't selected when adding the Member--you can also go into the individual Members record and at towards the top of their record you can select 're-send confirmation email' (See screenshot #2 below)
Screenshot #1
Screenshot #2
