Add a member

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

You'll need

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

1. On Members, press New member.

   

   

   Click anywhere, or press Esc, to close.

2. Type their email address. This becomes the address 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.
• 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.
• Note — why this exists. Always worth writing.

Press Create member. You land on their page.

Check it worked

• Their page opens with the email at the top
• 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.