How to create a member's contact

💡 To create contact information for new members in the system, please follow the steps below:

1. Go to the Contacts folder.
2. Choose Members.
3. Click +New Member.

• You will need to fill in the form to create a new member

• Index guideline for the membership form

  Contact owner: The membership is registered in which unit

  Profile type: Choose whether the member is a student or an adult.

  Plan: The membership type of the applicant

💡 You can save the new contact by picking the membership profile and inputting the applicant's name and contact details. Other information can be renewed on the detailed profile of each applicant afterward. 

Tutorial Video