Member management

Sending a purchase request (or renewal)
What is the purpose of this feature? The purchase request was designed to simplify electronic signatures for customers, but also to facilitate expiring mem...
Fri, 7 Oct, 2022 at 4:16 PM
How to offer an additional free trial
What if a free trial has completed all of its free trials and you want to give it an additional one. Why offer an additional free trial? When you fo...
Wed, 27 Oct, 2021 at 2:03 PM
How do I follow up on completed memberships?
All information about terminated memberships. Once the member's memberships is complete, it can be found in the "Follow-ups" tab in the &...
Fri, 7 Oct, 2022 at 11:42 AM
How do I follow up on completed memberships?
All information about terminated memberships Once the member's membership is complete, it can be found in the "Follow-ups" tab in the &qu...
Fri, 7 Oct, 2022 at 11:43 AM
How to activate the personalized ID?
Custom ID is a setting that you can turn on or off. When you activate it, you will be able to indicate the numbering you want the system to assign to your m...
Thu, 28 Oct, 2021 at 3:29 AM
How to add a new member?
How to create a new member from an administrator or owner profile? Before creating a new account, you must ask the client if he has already been a membe...
Sat, 6 Nov, 2021 at 5:50 AM
How to create and add a free trial to a course
All the ways to create and add a free trial to a course Create a free trial profile There is only one way to create a free trial profile and that is...
Thu, 28 Oct, 2021 at 3:53 AM
Free Trial tab (Administrator)
All information about the Free Trial tab Here's how the Free Trial tab works. This tab is independent of the Membership Management section, if ...
Thu, 28 Oct, 2021 at 4:06 AM
Can the same email address be used for more than one account?
It is possible to create several profiles associated with the same email address. This would allow, for example, a parent to create a profile for their chil...
Thu, 28 Oct, 2021 at 6:06 AM
Management of multiple managements on the same user
Several memberships Modifying the attribution in the management of members In the member interface, when you have a customer with multiple active m...
Fri, 7 Oct, 2022 at 11:23 AM