How do I Add a New Membership?

Modified on Thu, Feb 23, 2023 at 9:44 AM

1. Start by clicking on the Memberships Tab in the top right of the screen

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2. Click on the 'Add Membership' button located at the top right hand side of the screen

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3. Fill in the Membership Details, Primary (A) Member Details, as well as the Billing Address Information

** Please Note ** If you do not use Sales Optima for your contracting, please leave the Sales Optima Contract and Contact ID fields blank.

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4. Click on the 'Add membership' button at the bottom right when complete.

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5. A prompt at the top of the screen will confirm that the New (A) Primary Member has been added