Directly Adding Memberships
Normally, memberships are sold as line items on a customer's invoice. Once a membership is sold on an invoice, it can be approved on the Membership To-Do Report. More information about approving memberships can be found here.
Memberships can also be added directly to a customer's account.
Gifting memberships to customers is the most common reason to add a membership directly to a customer's account.
Navigate to the customer's profile under Customer Service. Click on the memberships tab.
Click on the Add Membership button under the Membership Actions hyperlink and fill in the required information.
Once this information is accurate, click Save. The membership will immediately be applied to the customer without needing to be approved on the Membership To-Do report.