How to Add an Additional Member to a Membership

The benefits of a membership is usually restricted to only the guest (primary guest) who has purchased the membership. 
However, your organization can choose to create memberships that allow multiple guests to enjoy the same membership benefits as the primary guest (for example, a membership designed for family or friends).

In this article, you will learn how to add additional members (guests) to an existing membership.
Note: Before you add members to an existing membership, you must be aware of the following:

  • The number of guests allowed for a membership is defined at the Organization level (Marketing > Memberships > Memberships > (Name of the Membership) > # of Members field).
  • You will not be able to add additional guests to a membership if the membership is designed to restrict the number of members to 1 or if the primary guest's membership already has reached the maximum number of members for that membership. 

To add members to an existing membership, do the following:

  1. In the search box of your Appointment Book, search for the name of the primary guest (the guest who has purchased the membership), and click Profile on the matching record.
    The Details screen opens.

  2. Click the MEMBERSHIPS tab.
    The list of memberships that the guest purchased appears.

  3. Click the name of the membership you want to edit.
    The membership details page opens.

  4. In the Add A Guest To This Membership field, search for the guest you wish to add as an additional member or click New Guest (if you are adding a guest who has not visited you before) and add details of the new guest.
    Note: The Add A Guest To This Membership field is not visible if the membership is designed to restrict the number of members to 1.

  5. Click Add.
    The guest’s name is added below the primary member’s name.

  6. Repeat the above steps to add more members.
    Note: If the membership reaches the maximum permissible number of additional members (defined in the Marketing module), you will be unable to add any additional members.

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