How do I add a person into Membership? [Tutorial]

Here's an interactive tutorial for visual learners


1 In the Membership module, click the Add button.

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2 Click Create new household or Use existing household.

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3 Type the name of the household.

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4 Click the First Name field.

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5 Type in First Name and enter in their Sex, Household position, and membership status.

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5b Click

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6 Click Received by field.

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7 Choose a Received by method.

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8 Click Received by date.

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9 Choose the date the person was received. 

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10 Click Membership Code.

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11 Choose a Membership Code.

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12 Click Save.

Then you are finished.

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