Add a Single Customer to Manual Membership (Membership V2)

Introduction

In AiTrillion’s Membership V2, you have the flexibility to add individual customers to membership plan manually—perfect for cases where automation isn't ideal or when handling special member requests. This article walks you through the simple steps to add a single customer to a manual membership plan, ensuring they receive the correct access and benefits without hassle.

Here are the steps to Add a single customers in Manual membership -:

Step 1: Go to Customers >> All customers

Step 2: Click on Add Filter >> choose a filter using First Name, Last Name, or Email. For example, I'm filtering by the specific customer's email to whom I’m assigning the manual membership >> Click on Timeline

Step 4: Click on Membership >> Add to membership

Step 5: Select membership >> Subscription date >> Expiration date and click on Add

Select membership - Select the membership you wish to assign to the customer.

Subscription date - The start date of the subscription when the benefits will begin.

End date - The date when the membership will expire.

Note📝: 

1.) Members can't be added on Auto Renewal membership

2.) Once the membership expires, members will need to purchase it again, or you will need to manually re-add them to the membership

Now, the customers will be able to access the membership

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