Create a Member Template

Learn How to Create a New Members Template

You can follow the text guide below or if you would like to see a more visual representation you can follow our Slideshow
  1. To Create a Member Template, start from the Admin Dashboard on the left side of your screen. 
  2. Once there, click on the Members tab in the top menu bar. 
  3. On this page, click the +ADD button in the Templates section.
  4. A form will appear that will allow you to choose the Name, Description, Tags, and Qualifications that are the default when creating a Member with this chosen template. 
  5. Additional Properties and Attachments can also be added. These can be anything from a phone number to credentials.