Use
these steps when you need to enter a new member account that signed up
with your organization offline (not through MembershipWorks).
- Go to MembershipWorks > Folders: Members and click the Add button at the top.
- 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.
- Click the Membership Billing tab at the top.
- Click the dropdown that has "No membership" selected and select the applicable membership level for this new member.
- Keep Unassigned/Manual billing selected.
- Optional: select Send new member welcome email (this will include a welcome message and their login credentials).
- Click Save.
- Choose the next steps from one of the options below:
Option 1: If you received payment for the new member offline:
- From the member’s Timeline, click the Renew button that’s above the timeline dates.
- 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:
- Click the Timeline tab at the top to go to the member’s timeline.
- Click the Create New Entry button above the member’s timeline.
- Next to Type, select Next Renewal Date from the dropdown.
- Next to Date, enter the date their membership should expire (e.g. Apr 29 2026).
- Click Save.