Enrolling Members In-house

Select a Membership from the Membership drop down list

Choose a Fee Type

Change default Start/End Dates of Membership instance if required

Add an optional Note

Select the Member to enroll by clicking Add New Member

If more than one Member is allowed for the selected Fee Type, repeat Add New Member to add more Members to Membership (other Household Members will be in the drop down)

If you'd like this Membership to be auto renewed, check Auto Renew** and complete the following:

Optionally choose Days in Advance of the renewal date that you'd like to process the renewal from the drop down

Choose a Payment Plan Template from the drop down (see Setting Up Payment Plan Templates)

Select a Payment Plan Method from the drop down:

Enroll in AutoPay - Select this option to have installment payments made automatically. Then choose a Payment Option from the drop down (Note: You must have Stored Payment Options for this Household). For more info. see Household Stored Payment Options.

Send Installment Due Email - Select this option to send an email to the Customer each time an Installment Payment is due.

Manage Manually (No Email Sent) - Select this option to manage the Payment Plan manually.

Click Save.