Add a member by hand
Add anyone from your contacts as a member: record dues they paid you, make it complimentary, or email them a link to join by card.
Owner · Admin
You can make anyone in your contacts a member yourself: someone who paid dues by check, a board member you comp, or someone you'd rather send a link to join. The person can sign in and see the membership straight away.
Before you start
- The person must be a contact with an email or a phone, so they can sign in. To send a link, they need an email.
- Hidden tiers are on the list too, so you can add people to a tier the public can't see.
Add a member
- 1In the sidebar, click Memberships, then Add member on the Members tab. From a person's page, use Add membership instead.
- 2Pick the Person and the Tier.
- 3Under How they pay, pick Record payment, Send link or Complimentary, and fill in what it asks for.
- 4Add a Note if you like. It shows on the member's sheet, never to the member.
- 5Click Add member, or Send link. A toast confirms it.
| How they pay | What you fill in | What happens |
|---|---|---|
| Record payment | Paid by, Amount, the check number or reference, Date received, Membership ends | A member now, until the end date. |
| Send link | An optional Message | Ovante emails a link to join that tier. They pay by card, and a monthly or yearly tier renews on its own. |
| Complimentary | No end date or On a date | A member now, at no charge, with every perk of the tier. |
A free tier offers only Add now.
Record a renewal paid by check
- 1On the Members tab, click the member's row.
- 2Click Record a payment at the bottom of the sheet. For a membership that already ended, it reads Renew with a payment. Card memberships don't have it.
- 3Fill in Paid by, Amount, Date received and Membership now ends, then click Record payment. The membership runs to the new date.
End a membership
Open the member's sheet and pick End membership from the menu at the top. It ends today, and their payments stay on record. This works for dues you recorded, complimentary memberships, and one-time or lifetime card payments.
A monthly or yearly card membership is canceled instead:
- Cancel at period end: the member keeps it until the period they paid for ends, and their card isn't charged again. Resume renewals undoes it before then.
- Cancel now, in the menu at the top of the sheet: it ends today, and the card isn't charged again.
Refunds of card dues are made in your Stripe dashboard.
Good to know
- Dues you record pay no Ovante fee.
- Ovante reminds the member before a recorded or complimentary membership with an end date runs out. See Dues, renewals and failed payments.
- View contact in the sheet opens the member's page under People.
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Related
Dues, renewals and failed paymentsCard dues go to your own Stripe account. Monthly and yearly tiers renew on their own; every other membership ends on its date, after a reminder.Tiers and perksA tier is what people join: a name, a price, how often they pay, and its perks. Perks come from one list shared by every tier.When members change or cancelMembers switch tiers and cancel card or free memberships themselves. Offline dues, prepaid tiers moving to cheaper ones, and moves to a free tier stay with you.A person's pageOne contact on one page: what they spent and gave, the events they came to, every registration and email in order, their membership and their details.