How are new members added to the community?
New members can be added to your Directory in a few different ways. They can be added manually by a staff member, or automatically by signing up for a plan.
Adding new members to the Directory manually
You have the option to manually add new members to your community from the admin dashboard. Just click on the Directory tab in the dashboard, and then click the "New Member" button near the top right of the page.
For more information on how to add new members using this method, check out this article.
Promoting Leads or Contacts from the CRM
Potential members can be added to your CRM as contacts or leads, either manually or automatically (by filling out a Membership Request Form or Tour Request Form, purchasing a Day Pass, paying for an External booking from your site, etc.).
Note: For a more detailed breakdown of how contacts and leads can be added to the CRM, read this guide.
Contacts and leads can then be promoted to members of your community when you're ready to sign them up for a membership.
To promote a contact or lead to a member, go to the CRM tab of the admin dashboard. From there, find the desired contact or lead, and click the "Promote" button on the right side. You'll have the option to add them to an existing team, or create a new team for them.
Feel free to review this article for more information on using the CRM and promoting contacts or leads.
Signing up for membership using a Public Plan Signup Link
If you make your plans public, you can share a Public Plan Signup Link that new members can use to join your community. You can post the plan signup form on your site or email it to interested leads, and they can submit the form to sign up for a membership with your space. This will automatically add them to your Directory, collect their payment, and set them up for automated recurring billing without any action needed on your part.
For more information on how to publicly share your plans, read here.
Happy Coworking!