Objective
The objective of this tutorial is to guide you through the process of manually adding a user to a membership plan in your Agend AMS.
Steps to Manually Adding a User to a Membership Plan
- Access WordPress Dashboard
- Navigate to the WordPress dashboard.
- Scroll down to the CRM module and click on AMS Create Subscription and Memberships.
- Add Contact
- Click on Add Contact.
- Choose between selecting an existing contact or creating a new user from scratch.
- Enter User Details
- If creating a new user, enter first name, last name, and address details.
- Provide billing address including country and state.
- Link Membership Plan
- Select a membership plan to assign to the user.
- Set a start date for the order.
- Complete Order
- Toggle the payment status to mark the order as completed if payment has been received.
- Proceed with default pending order creation.
- Update Contact Plans
- Scroll to the top of the page and click on update contact plans.
- Confirm and Run
- Review the actions to be performed (creating a WordPress user, CRM user, and subscription order).
- Check the confirmation box and click on run the contact plans.
- Confirmation
- Verify the actions performed by the system.
- Confirm the successful creation of a CRM contact, WordPress user, and order for the new user.
- Final Steps
- Receive payment from the user.
- Tags will be automatically applied to the user’s CRM profile.
Cautionary Notes
- Ensure all user details are accurately entered to avoid errors in the membership plan setup.
- Double-check the start date and payment status before confirming the order creation.
- Be cautious when updating and running the contact plans to prevent any unintended actions.
Tips for Efficiency
- Familiarise yourself with the manual requests and membership plans to select the appropriate plan for the user.
- Keep track of payment statuses to efficiently toggle the payment confirmation button.
- Regularly review CRM profiles to ensure accurate tagging and user management.
By following these steps, you will successfully add a user to an active membership plan in your Agend AMS. For any further questions or support, contact agend.com.au.
Thank you.
