Adding an Individual Membership to an Existing User

Important Note
This process is for adding a new individual membership to an existing user and does not affect their previous memberships, subscriptions, or order details.

Steps to Add an Individual Membership to an Existing User

1. Navigate to your WordPress Admin dashboard.
2. Go to Membership > Individual Memberships.
   
   This page provides an overview of all individual memberships in your database, including:

• Member #
• Member Name
• Plan Name
• Membership Since
• Next Payment Date
• Subscription Status

This list can also be filtered based on membership plans and statuses.

1. Search for the User
   Use the search bar at the top right corner to find the user by name or email.
   
2. Select the User
   Hover over the desired user in the search results and click on ‘Add membership’.
   
3. Pre-populated Information
   On the next page, the user’s details should automatically populate in the designated fields. Review the following:
   • Contact Details:
     • First NameLast NameEmail AddressPhone Number
     Billing Address:
     • CountryAddress Line 1Address Line 2CityPostcode
   If any information is missing or incorrect, manually add or update the relevant details.
   
4. Add Membership
   Under the Memberships widget, click on the empty field labeled Membership Plan and select the required membership from the dropdown list.
   
5. Set Start Date
   • Choose a Start Date (can only be the present day or a past date, not a future date).
     
6. Next Payment
   Leave the Next Payment field blank. This will be managed automatically by the system based on the membership’s next payment date configuration.
   
7. Order Status
   • If the user has already paid for the membership, tick the Order Status checkbox to grant immediate membership access.
   • If the payment is pending, the user will receive an email with the order details, requesting payment. Once the payment is completed, the user will receive their membership.
     
8. Create Membership
   Click on the ‘Create Membership’ button at the bottom right corner of the widget to finalize the membership addition.