You want to enrol a member in a scheme within the same account that they haven’t signed up for. The guide below will show you how!
💡Don't forget
The member won’t be notified that this has happened. Send them an email after enrolling to let them know.
Find a member
There are a few ways to find a member:
Use the search in the top navbar.
Visit the members datascreen and click on a first or last name.
Visit the partnerships datascreen and view the members listed there, clicking on their name to visit their profile.
Instructions
Once the member’s profile page has loaded, click the Edit dropdown (looks like a pencil) on a member’s profile page
Click on Scheme Enrolment. This opens a popup allowing you to enrol the member in the desired scheme. Once done, click Enrol Member to enrol the member in the new scheme.
For a member to enrol in another scheme themselves, they would need to sign up to the scheme using the signup form.