Before you can email a payment request to a member, you need to assign the payment to the member.
Crucially, assigning members allows you to send payment prompts and track who has not paid.
To assign a Payment Product, login to your Club Control Panel and click the ‘Payments’ tab.
Your payment products will be listed on the first page. For information on how to create a new Payment Product, please click here.
Select the Payment Product you wish to assign members to by clicking the title of that product in the list.
Click the blue ‘Assigned Members’ tab.
Use the search box or filters to locate members, then select each member by ticking the boxes to the left of their name.
To select all members, tick the top box to the left of where it says ‘First name’. This will select all the members displayed on the current page (max 50). If there are more than 50 members, click the prompt that appears at the top of the list to select those members that are not displayed on the current page.
Click the grey ‘Assign Members’ button at the top of the list to assign the selected members to the product.
The members you have assigned will then be shown in the right-hand column. If you need to unassign a member, click the grey ‘Unassign’ button to the right of their name in this column.
You are now ready to email your members.