Add a member

Use this when somebody needs a membership record but did not go through the website checkout.

You'll need

Their first name, last name and email address. If you are giving them a plan straight away, decide first whether it is free or paid outside Stripe.

You also need the Support, Membership manager or Owner role.

1. On Members, press New member.

   

   

   Click anywhere, or press Esc, to close.

2. Type their first and last name, then their email address. The address becomes the one they sign in with on the website.

   

   

   Click anywhere, or press Esc, to close.

You can stop there and add a plan later, or fill in the rest of the form now:

• Plan — what they get. Choosing a team plan reveals a Team name field, and this person becomes the team admin.
• How they pay — Free / internal for a comp, or Paid outside Stripe for a bank transfer. Paid outside Stripe opens a Payment received box. Amount charged is filled in with the plan's price. Type Received in bank as well: what actually arrived after the transfer fee. If the money hasn't arrived yet, switch the box to Record later — the amounts are set aside and you record them afterwards with Record payment.
• Starts on — backdates the record. Use it when you are entering something after the fact.
• Access ends on — makes it time-boxed. Access drops to free Community when the date passes.
• Authorized by — who said yes to this free or off-Stripe membership (a name or a role). It is kept on the grant and shows on the member's page, so a whitelist always has a signature.
• Note — why this exists. Always worth writing.

Press Create member. You land on their page.

If the button is greyed out, the line under it says what is still missing: a name, the email, the team name, or the other half of the payment. The payment field that needs filling is tinted yellow.

The member owns their name

If they change it on the website, that wins on their next visit — so the name here is a starting point, not a label you control. You can correct one at any time from the Name card on their page.

Check it worked

• Their page opens with their name at the top and the email beneath it
• If you chose a plan, it appears under Subscriptions
• Searching for the address on Members finds them

This does not create a WordPress login

The member gets a website account the first time they try to sign in. They will be emailed a link to set a password.