Adding Members
Putting a member on a package
Creating the subscription itself — dates, amount, schedule — and what each field commits you to.
Last updated September 2, 2026
Open the member, go to the Packages tab and add one. This is the record that actually bills.
The fields
| Field | What it does |
|---|---|
| Select Package | Which product. Decides the frequencies and price bands you may use. |
| Status | Pending, Active, Paused, Rejected, Finished or Deleted. See below. |
| Subscription Start Date | When billing begins. Nothing is charged before it. |
| Set end date / Subscription End Date | When it stops. Leave open for an ongoing membership. |
| Payment Schedule | How often a charge is raised. |
| Pay in Arrears | Bill after the period rather than before. |
| Joining Fee | One-off charge at the start. |
| Amount | What they actually pay each cycle, within the package band. |
Status decides whether anything happens
A PENDING MEMBERSHIP SENDS NO EMAIL AND BILLS NOTHING
Save it as Active and the welcome email goes out and billing begins. Save it as Pending and nothing at all happens until somebody presses Start Membership. Members sitting unbilled for weeks are almost always memberships left on Pending.
Starting today
If you create an Active membership whose start date is today, the first charge is raised immediately rather than waiting for the overnight run. Backdating the start date will raise the charges the schedule says are due.
Get it right before it bills
Once a membership has a single transaction against it, only Status and End Date can still be edited. Check the amount, schedule, start date and joining fee now.