How do I Add or Edit Individual Memberships?

Overview

Learn how to manually add members to your program and edit existing membership records to maintain accurate information. 

Step 1: Add a new membership manually 

1. Open the contact record for the person you want to add as a member 

2. Open the Membership drawer in the Planning and Insights section 

3. Select "Add membership" 

4. Set the membership level from the dropdown menu 

5. Enter the join date and expiration date 

6. Choose whether to include this contact in the renewal series 

7. Decide if you want to include them in the overnight membership leveling process 

8. Save the record 

Step 2: Edit an existing membership record 

1. Open the contact record with the membership you want to edit 

2. Open the Membership drawer in the Planning and Insights section 

3. Select "Edit" next to the current membership 

4. Make any needed changes to: 

1. Membership Level 

2. Join Date or Expiration Date 

3. Renewal series inclusion 

4. Overnight membership process inclusion 

5. Save your changes 

Step 3: End a membership 

1. Open the contact record with the membership you want to end 

2. Open the Membership drawer in the Planning and Insights section 

3. Select "Edit" next to the current membership 

4. Click "End membership" 

5. Enter an end date for the membership 

6. Select a reason for ending the membership (for tracking and reporting purposes) 

7. Save the changes 

Step 4: Delete a membership record 

1. Open the contact record with the membership you want to delete 

2. Open the Membership drawer in the Planning and Insights section 

3. Scroll to the Membership History section 

4. Find the membership record you want to remove 

5. Click the action dropdown menu for that record 

6. Select "Delete" to remove a membership created in error or remove membership record history 

7. Confirm the deletion 

What else do you need help with? 

• Understanding Membership Record Management 
• How Do I View Membership Status on Individual Contacts? 
• How Do I Link Dues to Membership Records? 
• How Do I Use Bulk Actions to Update Multiple Memberships?