How To Upload Members to Wisdome
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In this article you'll find the following guides:
Adding Members in Bulk
How To Obtain Your Membership Unique Code
How To Add Members Individually
BEFORE ANYTHING❗❗
Adding Members In Bulk
After uploading your members in bulk, the confirmation screen will look like the screenshot below:
NOTE:
After creating membership access levels, follow these steps to easily upload multiple members at once.
The Process:
1. Obtain Your "Membership Unique Code."
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Go to 'Memberships' in the sidebar menu.
2. Copy your 'Unique Code'.
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3. Navigate to “Members”
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Click 'Members' in the left-hand menu of your dashboard.
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4. Choose a Method to Add Members:
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+ Add Member: Add members individually.
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+ Import Members: Upload multiple members at once.
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5. Importing Members in Bulk
To upload multiple members at once, follow these steps:
Download the CSV file template.
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Click "+ Import Members".
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Download the provided CSV template file.
Fill Out the CSV Template
Fill out the template with the following details of each member. Items BOLD are required for import
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First Name
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Last Name (Surname)
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Email
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Phone
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Location
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Birthdate
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Joined Date
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Membership level (Enter the "Membership Unique Code" associated with the membership access level you've created in Wisdome.)
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Renewal Frequency ("Monthly", "Yearly", "Lifetime", or N/A")
8. Click the "Choose File" option to upload your file.
9. Click 'import' members.
*NOTE ON UPLOADING MEMBERS*
Adding Members Individually
Try Our Demo Below👇
Adding Members Individually
You can individually add customers to your membership. This is particularly useful when adding a few members to your account. Here's how to proceed:
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Select “Members” on the upper left-hand side of your dashboard.
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Click “+Add Member.”
3. Enter your member's email address.
4. Add the following details of your member:
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First Name
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Last Name
- Mobile Number - Not required
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Package (Select Monthly or Annual subscription.)
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Subscription Type (This is the membership Access Level assigned to your member.)
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Birth Date - Not required
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Join Date
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Location
5. Click Save.