Are you sending a membership to someone who’s already on your roster? Awesome! Check out this article: How do I send a membership to someone already on my class roster?
To send a membership to a member who isn’t on your roster, follow these four simple steps.
- Sign in to financialpeace.com/coordinator, select the class you want to add a member to, then click on the “Members” tab.
- On the right side of the screen, click the “+ Add Member” button.
- Fill out the form with your member’s information. If they have a spouse, you can click the “Add Spouse” button to add the spouse’s information. NOTE: This will not grant the spouse online access, but it will add their email and name to the attendance roster.
- Select “Send Membership” then click “Add Member”—and voilà! You’ve added a member to your roster and sent them their membership activation link.
You can see the status of their membership by checking the dot and message next to their name.
If they have not activated their account, a red dot with a message will appear, like this:
If there’s a green dot with a message, that means they’ve activated their membership, and it looks like this: