Add a Single Customer to Manual Membership in Membership V2 | AiTrillion

Add a Single Customer to Manual Membership

Introduction

In AiTrillion’s Membership V2, you have the flexibility to add individual customers to a 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 customer to a 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 the First name or View details.



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.



Notes
Note📝: 
1.) Members can't be added to an 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





Important Notes

  • Manual memberships are ideal for assigning memberships directly to specific customers without requiring a purchase.
  • Ensure that the membership plan is already created before assigning it manually to customers.
  • You can search for customers using their First Name, Last Name, or Email Address to quickly locate the required customer.
  • Manual memberships can only be assigned individually from the customer profile section.
  • Select the correct membership plan before assigning it to the customer.
  • The Subscription date represents the start date of the membership benefits.
  • The Expiration date determines when the membership access will end.
  • Members added manually will not be included in the Auto Renewal Membership process.
  • Once the membership expires, customers will need to purchase the membership again or be manually re-added to continue receiving membership benefits.
  • Ensure the selected dates are accurate to avoid membership access issues.
  • After entering all details, click the Add button to assign the membership successfully.
  • Changes may take a few moments to reflect in the customer membership portal. 

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