Send a setup link
Web Owner · Admin · ManagerFor the person who called, wants to join, but isn’t standing at your desk with a card.
What it does
You stage a plan for them. They get a link, complete signup and payment themselves, sign your documents, and become an active member — without you touching it again.
Steps
Open their member record
Find them in Members. They should be a Lead.
Click Send Setup Link
Choose the plan
Pick what they’re signing up for. This gets staged against their record as a claim ticket.
Send
They receive the link by email.
What they do
They open the link, create their password, sign your required documents, enter a card, and land in the member portal as an active member.
Important
Staging a plan does not grant access. Until they complete setup, they’re still a Lead with lead-level access — no booking, no check-in. Access only arrives with a real payment and signed documents.
If they never complete it
Stale setup links are cleaned up automatically after about a week if there’s no active subscription, if the plan was deleted, or if you changed that plan’s visibility to hidden or archived.
Nothing breaks. The lead just stays a lead, and you can resend or convert them manually.
Notes
- Resending replaces the previous link.
- To stage a different plan, send a new setup link with the new plan selected.