When an Active membership is created, the member is emailed Welcome to {your organisation}. It asks them to finish enrolling and carries a Complete Enrollment link, with the package terms attached to the email.
What the member sees
The link opens a page showing Package Name, Start Date, End Date, Customer, Payment Schedule and Amount. They can Download Terms & Conditions, tick to accept, and add a card — or a bank account where that is available. Then Activate Subscription.
The link is single use
ONCE A CARD IS ADDED, THE LINK STOPS WORKING
Reissuing it
On the member's Packages tab, each row has Resend Email and Copy Link. Both mint a fresh link. Use Copy Link when you want to send it yourself — in a text message, or in a reply to an email they already sent you.
When no email arrives
- The membership was saved as Pending — press Start Membership.
- The membership came from an import, which deliberately suppresses the welcome email. Use Resend Email.
- The person has no email address on their contact record.