video1.0<iframe src="https://www.loom.com/embed/77640f6fe4724f54918662543352e55b" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/77640f6fe4724f54918662543352e55b-01bf786462b9d7ae.gif116.5This Loom explains how to add members from an active membership plan, focusing on the two enrollment options. After selecting Add member from the plan detail page, staff can choose enroll as new member to send a standard sign-up payment request where the client must accept membership terms, save a card, and pay the initial enrollment fee or first payment before vouchers and credits are available. Alternatively, staff can choose enroll as active member to set a next payment date during enrollment, which does not send the standard new member payment request and does not automatically issue normal vouchers or credits before the first payment, though active status can support configured plan discounts for eligible invoice items. The Loom also advises reviewing member status, next payment date, term status, card on file, plan discounts, vouchers, credit, and payment history before finishing.