Installing the Memberships Add-On

Installing the Memberships Add-On

Memberships is a paid add on, available to Micro plans and above.

  1. To add Memberships to your CRM, head to Tools & Settings > App Store. 
  2. Select Memberships from the options and click Install.

Once you have installed this feature, there are 4 steps to complete before you can begin to use the membership add on to enrol new members.

Your email template should already be configured – head back to the Email Settings section of this course if not!