Journey allows leads and members to purchase and sign up to memberships themselves through the Member Portal, but you can also assign them yourself!

Step 1. Find the member in the system

Step 2. Start the membership sign up process by either selecting

Step 3. Select the membership you want to sign them up for.

Step 4. Make any desired changes to the default terms, fees, and billing date.

Note: By default, the start date and billing date will be the same day that you are assigning the membership, and payment will processed immediately.

Note: If you need to change the start date and billing date, the billing date cannot be prior to the start date.

Click [Assign Membership],

Step 5. You will be taken to the payment details page, where you will see a break down of fees and a section to input the members payment method. Click [Set Payment Method]

Step 6. Finally, you will have a section to view your clubs agreement and the direct debit agreement. The member can then sign digitally. Click [Agree and Confirm].

You should now see the membership under the members profile. The billing section under the leads profile will show the first payment deducted if the billing date was set for today, or the date of the first deduction if the billing date was set in the future.

Can I add packages to members who already have a membership?

Yes! It will charge the package to their account without changing the existing membership or charges. More information on packages here.

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