Create membership on behalf of a customer

Yottled allows you, the business owner or staff, to create memberships on the behalf of your customers.

Requirements

This guide assumes you have already created membership plans - which are used to create a membership. If you have not yet created membership plans, follow our Creating membership plans guide.

Creating a membership for a customer

1. Visit your members' view on your Yottled dashboard, and click the “Create” button located on the top right.

2.  Complete the required and optional fields on the form

Fields

• Membership plan: Select the plan on which the membership being created should be based.
• Customer: Select the customer which you’d like to associate the membership with.
• Start date: Date start date on which your customer will have access to the offerings included in the membership.
• End date: Leave this field empty unless you’d like to pick a date on which the membership should automatically be canceled.
• Start billing cycle: The date the billing should begin for this membership. If different than the membership start date field, the invoice sent to the customer will be automatically prorated.
• Free trial: Select how many days until your customer is charged for the membership. The customer will have access to the offerings included in the membership during the trial period.
• Payment methods: You must select a valid payment method that will be used to pay for the invoices associated with this membership.

If you have any questions, please don’t hesitate to reach out to [e-mail].