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Adding Members To Programs

Adding Members To Programs

Owned by Member Solutions
Last updated: Sept 07, 2023 by Cathy Beckstead
2 min read

Programs and levels can be used to track all sorts of things in your business, from belts if you run a martial arts school, levels if you run a swim program or even just creating progress levels for your personal training clients. 

To add a member to a program and level follow these steps:

  • Click on Members and use the search to locate the member you are looking to assign to a program.

  • Click on the members name to open their profile.

 

  • Click on the Programs tab along the top.

 

  • Use the Actions dropdown menu to select the Assign Program action.

 

  • Enter the Start Date (date member was promoted to that level), Program and Level. Then click Assign.