- Member management
How do I assign a plan to a member?
Assign plan to an individual:
On the member’s profile page, click on Add Plan and fill in the empty fields. If a member has an active plan, a draft invoice will automatically be created under the tab Financial > Invoices > Uninvoiced.
Assign plan to multiple members:
Filter your specific group of members under the tab Members > Active. Then assign a plan to this group by clicking the button Assign Plans.