Packages and memberships

How to enroll a client in a membership

Start checkout from the client profile and activate benefits after the first payment is confirmed.

Step by step

1
Open the client profile, select Billing, and find Memberships.
2
Choose Enroll and select an active membership.
3
Continue to the Stripe checkout and let the client provide or confirm the payment method.
4
Return to the client profile and review the membership status and current billing cycle.

What should happen

The membership becomes active after confirmed payment and its benefits are visible on the client profile.