1. Create a batch in which to put your memberships. Please review the following article if you need guidance on how to do this: How do I create a batch?
2. Add memberships to your batch
- Create a new contact record if the person doesn’t already have a record in the system. Please review the following article if you need guidance on how to do this: How do I add a new contact?
- After you have added the new contact record, you can go to your batch and add a new membership for them : How do I add a new membership?
- After you have added the new contact record, you can go to your batch and add a new membership for them : How do I add a new membership?
- If the person already has a record in your data, you can go to your batch and add their membership. Please review the following articles if you need guidance on how to do this: How do I add a new membership? or How do I renew a membership?
3. Submit the payment once you’re done putting memberships in your batch. Please review the following article if you need guidance on how to do this: How do I pay a batch?