How to | Sign up a Single Member (Updated for Remote Registration)

This article covers how to sign up a single-paying student — both in-person and remotely using the new registration flow.

1️⃣ Access the Member Profile

1. Go to the Members tab.

2. Search for the member in the sidebar (example: Mila Drumond).

3. Click on their name to open the member profile.
   
   

2️⃣ Choose Registration Method

Once the member profile is open:

1. Click the Register button on the right-hand side of the screen.
   

2. You’ll see two options:

• Register – Complete the registration directly on this device.
  
  

3. Remote Register – Set the program, price, and start date, then send the link to the member to complete via SMS or Email.
   
   

Select Remote Register if you want the member to finish the process on their own device.

3️⃣ Completing the Remote Registration Setup

After selecting Remote Register:

1. Confirm the student’s information (First Name, Last Name, etc.).¹

¹ To include the student on a Family plan, select yes or no.

2. Choose the Payment Frequency (e.g., bi-weekly, monthly, etc.).

3. Select the appropriate Program² (e.g., GB Membership – 5th member).
   

² On the back end²¹, the programs you set up will be available here for you to select

²¹ Three by Three dots on the right upper corner → Select Settings → Select Datastore → Membership Fees

4. Click on Add Program

5. Enter the Fee Total³ and First Payment Date

³ Apply a discount as a percentage (%) on the column Discount, or if you want to round up or down the amount, you can change it in the field Fee Total

6. Select the date by which you want the first installment payment to be due.
   

7. Click on the check box if you want to Waive Registration Fee

8. Choose how to send the registration link (Email or SMS).

9. Click Save and Send to Member for Completion.

The member will then receive a secure link where they can review terms, sign the agreement, and complete their payment setup.

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⚠️ Important Notes About Billing Date

• The Billing Start Date is critical.

• If the member attempts to complete the registration after the billing start date has passed, they will receive a message stating that the form has expired.

• In this case, the PD (Program Director) must edit the registration form and resend the link for the member to complete it.

• At any time, the PD can edit the registration details and force a resend of the link — for example, if the student requests changes to payment frequency, program, or billing information.

4️⃣ How Members Complete the Registration

1. When the member receives the link:

2. They open it on their phone, tablet, or computer.

3. They confirm all program details, agree to the terms, and enter payment information:

4. Once submitted, the CRM automatically updates the profile as Active.

Need Assistance?

For further assistance or clarifications, please contact northamerica@graciebarra.com

You can also schedule a 1-1 consultation: https://graciebarra.link/gbmembers-consultation