• Back
  • ·
  • Member management

How do I assign a plan to a member?

Assign plan to an individual:

On the member’s profile page, click on Add Plan and fill in the empty fields. If a member has an active plan, a draft invoice will automatically be created under the tab Financial > Invoices > Uninvoiced.

 

Assign plan to multiple members:

Filter your specific group of members under the tab Members > Active. Then assign a plan to this group by clicking the button Assign Plans.