Common tasks

The things people actually ask for, and where each one is answered.

🔒A member cannot read an article Work down the five-step list. It is usually that they are signed out. 🎁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. ↩️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. 🏷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.