History for "Adding Members on the Back-end"

How can I sign up a member at my space?

Managers can add members administratively by navigating to Manage Members > Member List > Add MemberAdd Member.

1. You will want to start by typing out the email address of the member, rather than copying and pasting. If the member is already a member of the Proximity network, their information will populate and you will not be able to edit certain fields.
   
2. Add a credit card for the member. This Payment Source will automatically become the default payment source for the member. If you do not add a credit card, this member will receive an email requesting that they add one by the dates set below (for paid memberships). If they do not add a payment method in time they will remain a default Community Member at your space.
3. Choose a membership or punch pass subscription.
4. Choose any add-ons or discounts. Normally, add-ons have to be recurring for recurring memberships, but this is the one instance, where you will be able to add a non-recurring add-on to a recurring membership for the first month of the member's membership.
5. Choose to activate and bill the member when they add their payment source or activate on a certain date. If you do not add a credit card for the member, you will not be able to choose today's date. The charge will fail due to a Payment Source not being on file.

Members can also sign up from your homepage under "See Memberships"

or by receiving the Join Link located at the bottom of the Membership when navigated from Manage Members > Memberships.

How can I sign up a member at my space?

Managers can add members administratively by navigating to Manage Members > Member List > Add Member.

1. You will want to start by typing out the email address of the member, rather than copycopying and pasting. If the member is already a member of the Proximity network, their information will populate and you will not be able to edit certain fields.
   
2. Add a credit card for the member. This payment sourcePayment Source will automatically become the default payment source for the member. If you do not add a credit card, this member will receive an email requesting that they add one by the dates set below (for paid memberships). If they do not add a payment method in time they will remain a defaultCommunity Member at your space.
3. Choose a membership or punch pass subscription.
4. Choose any add-ons or discounts. Normally, add-ons have to be recurring for recurring reservationsmemberships, but this is the one instance, where you will be able to add a non-recurring add-on to a recurring membership for the first month of the member's membership.
5. Choose to activate and bill the member when they add their payment source or activate on a certain date. If you do not add a credit card for the member, you will not be able to choose today's date. Reason being, theThe charge will fail due to therea Payment Source not being no payment source on file.

Members can also sign themselves up from your homepage under "See Memberships"

or by receiving athe Join Link for your membershipslocated at the bottom of the Membership when navigated from Manage Members > Memberships.

ER 4.5.21
MY 10.20.21

How can I sign up a member at my space?

Managers can add members administratively by navigating to Manage Members > Member List > Add Member.

1. You will want to start by typing out the email address of the member, rather than copy and pasting. If the member is already a member of the Proximity network, their information will populate and you will not be able to edit certain fields.
2. Add a credit card for the member. This payment source will automatically become the default payment source for the member. If you do not add a credit card, this member will receive an email requesting that they add one by the dates set below (for paid memberships). If they do not add a payment method in time they will remain a Community Member at your space.
3. Choose a membership or punch pass subscription.
4. Choose any add-ons or discounts. Normally, add-ons have to be recurring for recurring reservations, but this is the one instance, where you will be able to add a non-recurring add-on to a recurring membership for the first month of the member's membership.
5. Choose to activate and bill the member when they add their payment source or activate on a certain date. If you do not add a credit card for the member, you will not be able to choose today's date. Reason being, the charge will fail due to there being no payment source on file.

Members can also sign themselves up from your homepage or by receiving a Join Link for your memberships.

ER 4.5.21
MY 10.20.21

How can I sign up a member at my space?How can I sign up a member at my space?

Managers can add members administratively by navigating to Manage Members > Member List > Add Member.

1. You will want to start by typing out the email address of the member, rather than copy and pasting. If the member is already a member of the Proximity network, their information will populate and you will not be able to edit certain fields.
2. Add a credit card for the member. This payment source will automatically become the default payment source for the member. If you do not add a credit card, this member will receive an email requesting that they add one by the dates set below (for paid memberships). If they do not add a payment method in time they will remain a Community Member at your space.
3. Choose a membership or punch pass subscription.
4. Choose any add-ons or discounts. Normally, add-ons have to be recurring for recurring reservations, but this is the one instance, where you will be able to add a non-recurring add-on to a recurring membership for the first month of the member's membership.
5. Choose to activate and bill the member when they add their payment source or activate on a certain date. If you do not add a credit card for the member, you will not be able to choose today's date. Reason being, the charge will fail due to there being no payment source on file.

Members can also sign themselves up from your homepage or by receiving a Join Link for your memberships.

ER 4.5.21

How can I sign up a member at my space?

Managers can now signadd members up themselves!

To do this, click the "Add Member" button at the top of your member list. This will give you the optionadministratively by navigating to invite a member, set their desired membership and prompt them to add their credit card—if you don't have the info to add it for them. Once the membership is created, members will be sent an email to set a password. If you did not add a payment source for them, they will also be prompted to add one and if they do not, their membership invite will expire on the date you set.Manage Members > Member List > Add Member.

Keep in mind:

• If a member is already in your member list you won't be able to add them again.
• If a member is already a member of the Proximity Network, there will be certain information that you won't be able to edit.

1. You will want to start by typing out the email address of the member, rather than copy and pasting. If the member is already a member of the Proximity network, their information will populate and you will not be able to edit certain fields.
2. Add a credit card for the member. This payment source will automatically become the default payment source for the member. If you do not add a credit card, this member will receive an email requesting that they add one by the dates set below (for paid memberships). If they do not add a payment method in time they will remain a Community Member at your space.
3. Choose a membership or punch pass subscription.
4. Choose any add-ons or discounts. Normally, add-ons have to be recurring for recurring reservations, but this is the one instance, where you will be able to add a non-recurring add-on to a recurring membership for the first month of the member's membership.
5. Choose to activate and bill the member when they add their payment source or activate on a certain date. If you do not add a credit card for the member, you will not be able to choose today's date. Reason being, the charge will fail due to there being no payment source on file.

Members can also sign themselves up from your homepage. This is or by receiving a great way to help them get acquainted with the Proximity platformJoin Link for your memberships.

ER 4.5.21

Managers can now sign members up themselves!

To do this, click the "Add Member" button at the top of your member list. This will give you the option to invite a member, set their desired membership and prompt them to add their credit card—if you don't have the info to add it for them. Once the membership is created, members will be sent an email to set a password. If you did not add a payment source for them, they will also be prompted to add one and if they do not, their membership invite will expire on the date you set.

Keep in mind:

• If a member is already in your member list you won't be able to add them again.
• If a member is already a member of the Proximity Network, there will be certain information that you won't be able to edit.

Members can also sign themselves up from your homepage. This is a great way to help them get acquainted with the Proximity platform.