Common tasks
The things people actually ask for, and where each one is answered.
Move members from PMPro to FMS Start to finish: everyone on one morning, with what to do in every situation. A member cannot read an article Work down the five-step list. It is usually that they are signed out. A member cannot open the newsletter archive Their member page lists each sign-in and how it ended. Only plans with the archive badge get in. Tidy the archive's newsletters Rename, recolour, reorder or hide them. An admin ticks who may on the member page. Watch the newsletter archive on Health Save the archive's address once. FMS alerts when it stops answering or syncing. Give someone free access A comp membership. No card, no charge, optionally time-boxed. Someone paid by bank transfer Grant the membership as paid outside Stripe, then record the payment. A member must confirm a payment Their bank is asking, not us. Never ask for a new card. Upgrade or downgrade a member Charge the saved card, or send an invoice. Nothing changes until it is paid. Bill a free or bank-paid member by invoice Stripe invoices them each year. Nothing changes until the first invoice is paid. Cancel or refund Cancel in FMS. Refund in Stripe. They are different jobs. Add a seat to a team Changes what the team is billed. Read the preview first. A team wants to pay by bank transfer Switch on team invoices, then confirm the payment once the money lands. Win back members who lapsed A code, a Mailchimp tag and one link. The Dashboard counts who came back. Warn members before free access ends Switch on the membership emails. Check imported end dates first. Send Opn members their receipts Omise sends members nothing. Switch the emails on, on the Opn account's page. Change your admin password or email Menu → Your account. Each change asks for your current password. Ask Claude about members and revenue Menu → Your account. Add FMS to Claude and sign in as yourself. It only reads. Add a colleague to the console Owners only. Staff, in the top menu. Give the smallest role that covers their work. Create a promotional code Decide once versus every renewal before you save. A gift email never arrived Re-issue the claim link and send it yourself. Change someone's email address Tell them first. It changes how they sign in. WordPress says it cannot reach FMS The connection test names the exact problem. Something is red on Health Wait, check dead letters, then escalate with the exact message. Finance wants the revenue figures Net revenue per currency, twelve months.