Creating a New Group Membership

Steps to Create a Group Membership

1. Navigate to your WordPress Admin dashboard.
2. Go to Membership > Group Memberships.
3. Click on Create New Group Membership.
4. Fill in the required details:

Group Details

• Group Name (Required) – Enter the name of the group.
• Membership Type (Required) – Select from the available membership types configured in your system.
• Number of Seats – Required if the membership pricing is based on the number of seats in a group.
• Start Date (Required) – Must be a present or past date; future dates are not allowed.
• Order Status – Check the box, Mark the subscription order as paid? If payment has already been received.

Group Admin Details

• Group Admin Owner – Assign an administrator for the group.
• Existing Contact? – Search for an existing user by first name, last name, or email.
  • If an existing user is found, select the user, and pre-populated details will appear.
  • If the user does not exist, manually enter their details as follows:
    • First Name (Required)
    • Last Name (Required)
    • Email (Required)
    • Company Name (Required)
    • Address Line 1 (Required)
    • Address Line 2 (Optional)
    • Suburb (Required)
    • Postcode (Required)
    • Country

5. Review the entered information.
6. Click Save Group Membership to finalise the creation.

Important Notes

• Ensure that the Start Date is not set in the future.
• If the group membership is seat-based, ensure the correct number of seats is entered.
• If the membership requires payment, leaving the Order Status box unchecked will generate an order for the group admin to complete payment.