The Membership Process
The end-to-end process of adding a user to a successful membership being completed.
Membership in AXIS can feel complicated, but once you understand the end-to-end process, it's actually very easy to add leads or students and move them through to successfully configured memberships.
You will need to understand the verification process as this is a critical step for onboarding new users. You will need to explain to your leads and students what to expect.
There are 2 times a user must do something on the way to a successful membership.
- Verify their account when they have been added as a lead or student.
- Complete the membership process by signing the membership agreement.
For other material to help your understanding of memberships, start with this video What Are the Membership Types in AXIS?