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How to add a One off Membership manually

Add a manual membership to a profile

Written by Babs

This is ideally for when you need to add a one off membership to a profile, Its also where you can manually change the amount a person pays eg if they have a discounted membership fee.

Always verify payment via Clubmate pay reporting (Reporting - Accounting - Clubmate pay) before adding or modifying memberships to avoid duplicate charges.

Navigate to the profile areas:

Settings - staff (if the person is admin/bailiff/ etc)

Left menu - Members (if they are just a member)

Locate the persons profile

Click on the persons profile via the blue "EDIT button on the right hand side

Now click on Memberships Tab

Click on the green Add membership button

Select the correct membership, this should not be the "NEW" Plan (for clubs that charge join fees)

In the how much box, put zero £0 if they have already paid

You can adjust the price for a discount

Leave the price as it is if paying full price

If an ID card is also needed? You can assign it by ticking the add on (near the bottom left of this page)

Then click on ADD bottom right & its all done

If you have discounted or the member needs to pay full price? Please now email the member to let them know they can log in & click on basket to finish paying for their membership

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