Reports/Anayltics
Contacts/Attendees
Financials
Events
General
Communication
Memberships/Sessions
Billing
Products
Marketing

Registering Attendees for Memberships

Back to Knowledge Base

Memberships can be created for attendees by both the customer and the organizer. As the organizer, a few different ways to make a membership. 📇

Registering Attendees for Memberships

Create from the Memberships Page

  1. Click 'Financials'
  2. Select 'Memberships' at the top
  3. Click 'Add Membership'
  4. Fill in the required information
  5. Click 'Create' at the bottom of the page

Create from a contact's details page

  1. Click on 'Contacts'
  2. Find and click on the contact you want to add a membership to
  3. Click 'Add' to the right of Memberships
  4. Fill in the required information
  5. Click 'Create' at the bottom

Create when adding or making an order

  1. Click 'Financials'
  2. On the 'Orders' tab, click 'Create Order'
  1. Or select an existing order to add the membership to
  1. Fill in the required information
  2. Click 'Add Item'
  3. Fill out the required information
  4. Click 'Add Item'

Read our Latest Articles

Try Citrus for FREE!

Make an impact in your program and get started today for no costs
No strings attached!