How to Enroll New Members
1 min
You can now enroll new members. We will cover how to do this one at a time.
- On the top menu, click Admin, then Users.
- Above the list, click Add/Invite.
- Click Single User.
- Fill in:
- First Name
- Last Name
- Phone Number (optional, if you have it, one less thing the user will need to type in).
- Click Continue.
- Under Hierarchy, select the correct Client Group for this person.
- Click Next.
- Click Create + Send. This person will now receive an email invite that brings them directly to enroll. All the above info will be pre-filled for them.
See For Yourself
You can test this on yourself - just use the email "plus" pattern for fake emails that will still route to your inbox, i.e. [email protected]