Adding Members To Programs

Version 1.1 by Isaac Mejia on 2025/12/15 16:15
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Adding Members To Programs

Information

KB: MSI Knowledgebase • Category: Member Management • Source: https://membersolutions-9221154.hs-sites.com/kb/adding-members-to-programs_1487601941

  Adding Members To Programs

     Created by
     Amith, last modified by
     Cathy Beckstead on Sep 07, 2023

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.

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  • Click on the members name to open their profile.

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  • Click on the Programs tab along the top.

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

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

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