WATCH THE ONBOARDING TUTORIAL
Here we walk through the step by step instructions on how to sign up for Member Center.
getting startedNow that you have gone through the tutorial, you know there are 5 easy steps to setting up Member Center. However, if this seems just a little more than you are willing to take on, or if you are still left with questions after watching all of these tutorials, reach out to us at hubspotmemberscenter@gmail.com.
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1 |
LINK ACCOUNTS
Link your HubSpot and Square accounts to begin. |
2 |
MEMBER TYPES
Define your membership types. Select how often your members renew, monthly or annually. Select if they manually renew or if it’s automatic and for what amount. You will also have an option for linked members. For example, couples or family memberships. |
3 |
MEMBERSHIP FORM
Create a custom embeddable membership form for members to register on your website. |
4 |
MEMBER EMAILS
Create and test your automated renewal and confirmation emails. |
5 |
SIGN UPS
Use embeddable code to add your membership form to your website to register and renew members. |