How does a new member sign up?
Membership signup can run three ways.
Customers can join online or through staff:
- For self-service signup, make a plan public in Settings > Membership & Loyalty and embed it on your website. Customers enter their details and pay, or sign up without payment for a free plan. Membership starts immediately without staff approval; the process takes under 5 minutes on a phone.
- In person, staff assign a plan from a customer or company profile.
- For an enquiry-based process, customers submit a membership enquiry form. It enters the membership pipeline at the New stage for staff to review, follow up, and approve before activating the membership.