Wiki source code of Adding Members To Programs
Version 1.1 by Isaac Mejia on 2025/12/15 16:15
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| 1 | {{include reference="KBArticleHeader.WebHome"/}} | ||
| 2 | |||
| 3 | = Adding Members To Programs = | ||
| 4 | |||
| 5 | {{info}}KB: MSI Knowledgebase • Category: Member Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/adding-members-to-programs_1487601941>>https://membersolutions-9221154.hs-sites.com/kb/adding-members-to-programs_1487601941]]{{/info}} | ||
| 6 | |||
| 7 | * [[Members>>Members_1616674875.html]] | ||
| 8 | |||
| 9 | Adding Members To Programs | ||
| 10 | |||
| 11 | Created by | ||
| 12 | Amith, last modified by | ||
| 13 | Cathy Beckstead on Sep 07, 2023 | ||
| 14 | |||
| 15 | 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. | ||
| 16 | |||
| 17 | To add a member to a program and level follow these steps: | ||
| 18 | |||
| 19 | Click on **Members **and use the search to locate the member you are looking to assign to a program. | ||
| 20 | |||
| 21 | image:kb-1487601941-2125758486-1.png | ||
| 22 | |||
| 23 | * Click on the members name to open their profile. | ||
| 24 | |||
| 25 | image:kb-1487601941-1484292227-1.png | ||
| 26 | |||
| 27 | * Click on the **Programs **tab along the top. | ||
| 28 | |||
| 29 | image:kb-1487601941-1484292233-1.png | ||
| 30 | |||
| 31 | * Use the **Actions **dropdown menu to select the **Assign Program** action. | ||
| 32 | |||
| 33 | image:kb-1487601941-1484292239-1.png | ||
| 34 | |||
| 35 | image:kb-1487601941-1484292245-1.png | ||
| 36 | image:kb-1487601941-1484292251-1.png | ||
| 37 | |||
| 38 | * Enter the **Start Date **(date member was promoted to that level),** Program** and **Level**. Then click **Assign**. | ||
| 39 | |||
| 40 | {{include reference="KBSupportCTA.WebHome"/}} |