Adding New Members Manually

Welcome to the Chambermaid how-to series. In this episode, we’ll show you how to manually add a new business for your chamber in just four simple steps.

Learn how to:
Create a new user: Enter the username, email, first name, last name, and website. Set a secure password and select “member” as the role to ensure proper connection.
Add new business details: Input the business name, email, phone number, website, description, and logo.
Link the member account to the business: Scroll to the “author” section, select the user you just created, and set them as the author.
Set up the subscription: Search for the customer or member, click “Add Items,” select “Add products,” and choose the membership tier. Set the renewal schedule (monthly or yearly), choose the start and next payment dates, then select “Create pending parent order” under subscription actions and click “Update.”
Activate the subscription: Click on the parent order number, set the order status to “Completed,” and confirm on the “All Members” page.
You’ve successfully added a new business and activated their membership in Chambermaid! Stay tuned for more tutorials to help you manage your Chamber with ease.