If you manage memberships with your Jezzam account, there are two ways to invite members:
- Bulk invite new members who are not already existing customers
- Individually invite existing customers to become members
This article covers how to invite an existing customer to become a member.
TIP: See How to bulk invite new members for more information on how to invite members who are not already existing customers
- Log in to your Jezzam Admin Panel
- Click "Customers"
- Find the customer whose membership you want to invite in the Customer List
(Tip: you can use the search box to easily find a customer) - Click on the customer in Customer List
- Click the "Membership" tab
- OPTIONAL: If you have multiple membership groups, select the appropriate groups for this customer
- Click the "Invite member" button (note: this will only be available if the customer is not currently a member)
- You will be asked to confirm the action.
Jezzam will automatically send a member invite email to the customer. This email has a link in it which the customer must click to continue with the membership registration process.
If the customer already has a Jezzam user profile, they will simply need to confirm the invitation.
If the customer does not have a Jezzam user profile, they will be required to fill out a short registration form to create their new user profile. When they do this, they will also be added as a member to your Jezzam account.
If you use Jezzam's Custom Membership Group feature, once a customer has customer has accepted the invite to become a member of your account, you can then assign them with the appropriate membership group(s) via the Membership tab in the Customers section.