How to add members manually to a Membership Courses.

What This Feature Does

Lets you grant someone access to your membership course directly, without them going through checkout — useful for comps, team access, manual sales, or fixing a payment issue.

Before You Start

• The Membership Project must already be created (see Membership Course Creation)
• A Membership Product must already exist and be connected to the project — you can't manually add a member without a product to attach them to
• Decide in advance which bundle/product tier this person should get access to (Full, Lite, etc.) if you have multiple

Step 1: Open the Membership Project

1. Go to your Membership Project

Step 2: Go to My Members

1. Click "My Members"
2. Click "Create Member"

Step 3: Fill in Member Details

1. Enter:
   • First Name
   • Email
   • Password
2. Under "Choose Product,"select which product/bundle this member should have access to
   • This determines exactly what content they can see — same logic as a normal paid purchase
3. Click "Save"

Step 4: Create the Member

1. Click "Create Member"
2. This grants access immediately and (depending on your notification settings) may trigger the same welcome/access email a normal purchaser would receive

One can set the First Name, Email & Password of the member using these settings.

Choose Product -  Every membership project should be connected to a Membership Product in order to give manual access and after that click on the save.

Then click on the Product to which access has to be given from the "choose product" option.

Then click on the "Create Member" button to send manual access and to add a member to your membership course.

Step 5: Verify Access

1. Go back to My Members
2. Confirm the new member appears in the list with the correct product assigned
3. Test if possible: log in as that member (or ask them to confirm) to verify they can actually see the intended content

Real-World Scenario

Use case: A customer paid via bank transfer outside your normal checkout flow, and you need to manually grant them access.

Steps:

1. Create Membership Project → already exists
2. My Members → Create Member
3. Enter their name, email, a temporary password
4. Choose Product → select the exact tier they paid for
5. Create Member → they now have access matching what they paid for

Important: If they paid for a Lite package but you accidentally choose the Full product, they get more than they paid for — with no automatic flag telling you this happened. Double-check the product selection every time.

Common Issues & Fixes