Start Billing Members and Trails-

Important Tip- Go to the contacts profile first and set up their Billing Membership and credit card info.

Add Membership and Trial to Cleint -

1. Click on Add Membership

2. Select Membership-

This will be the membership you would like to add to.

3.Select First Billing Date

4. Add Payment Method-

You can ad multiple cards to one contact. Enter the clients card information and then select Add.

Important Reminder:
In selecting a payment method when adding the membership, if the membership is added on the same day, the system will charge the selected payment method. But if the membership was added and set for a future date, the system by default will charge the primary card regardless of the selected payment option.

5. Enter Subscription Fees

6. Process Payment

Pro Tip for Payment Method:
In selecting a payment method when adding the membership, if the membership is added on the same day, the system will charge the selected payment method. But if the membership was added and set for a future date, the system by default will charge the primary card regardless of the selected payment option.

Once the payment is processed the system will automatically send an email with and invoice and it will also send an email congratulating the client of their new membership or trial.

Important Reminder:
Please refrain from processing memberships late at night to avoid any issue with the membership start date and first payment date. This is related to time zone issue.

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