Add a Member

Add a Member

Use these steps when you need to enter a new member account that signed up with your organization offline (not through MembershipWorks).

  1. Go to MembershipWorks > Folders: Members and click the Add button at the top.
  2. Enter the member’s contact information and click Add Account. This will move you to the member’s Profile tab where you can enter more information if needed.
  3. Click the Membership Billing tab at the top.
  4. Click the dropdown that has "No membership" selected and select the applicable membership level for this new member.
  5. Keep Unassigned/Manual billing selected.
  6. Optional: select Send new member welcome email (this will include a welcome message and their login credentials). 
  7. Click Save.
  8. Choose the next steps from one of the options below:

Option 1: If you received payment for the new member offline:

    1. From the member’s Timeline, click the Renew button that’s above the timeline dates.
    2. For information about the renewal fields, view our article on how to manually record a renewal.

Option 2: If you have not received payment, or do not need to record a payment for the new member, proceed to entering a renewal date for the member’s account:

    1. Click the Timeline tab at the top to go to the member’s timeline.
    2. Click the Create New Entry button above the member’s timeline.
    3. Next to Type, select Next Renewal Date from the dropdown.
    4. Next to Date, enter the date their membership should expire (e.g. Apr 29 2026). 
    5. Click Save.