How to add a member to a plan

Follow the steps below to add a member to a new Member Plan or to change a member's subscription.

  1. In your MemberSpace backend, go to Members.
  2. Next, find the member you'd like to add to a plan and click View member details.
  3. Then, click Add to a Member Plan.
  4. After, select a plan from the dropdown.

    If you are adding a member to a free Member Plan, you'll simply click Add Now.
    If you are adding a member to their first paid Member Plan (One Time Payment, Multiple Payment, or Recurring Payment), you'll be asked to enter their payment info before you can add them to the plan.
    If the member previously joined a paid plan, you will have the option to use their existing card on file or use a new card before clicking Charge Customer.
    Members can only be on one Recurring Payment plan at a time. When adding a member who is currently on a Recurring Payment plan to a new Recurring Payment plan, they will automatically be charged or credited a prorated amount depending on the amount of time left in their billing cycle and the price difference between the two plans. Learn more about prorating members' subscriptions.
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