Add a membership on behalf of a customer

First, navigate to a customer's profile (Customers >> Customer List >> Select desired customer name) and then to their membership tab where you will see the option to Add Membership. 


On the next screen, you'll be asked to select a membership plan to add to your customer. 


On the next screen, you'll be able to adjust the start and expiration date, add a discount code, amend the pricing of the membership and decide on the payment method. If you are using an online payment processor with TeamUp (e.g. GoCardless /Stripe) then you will also be able to enter their card details to take payment. 

Finally, select Purchase. 


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