Adding Members
The welcome email and activation link
How a new member adds their payment details, why the link only works once, and how to reissue it.
Last updated September 2, 2026
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
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.
