Adding members

Your website visitors can self-subscribe to become a member of your website. However, you can also add users as members yourself. For example, you could have a field in your new patient intake form where you ask for an email address for the purpose of becoming a member of your website.

When a new patient volunteers his/her email address, you can then use your Admin Console to add this patient as a member of your website, rather than asking them to visit your website at a later time and register themselves.

To add members individually via your Admin Console:

  1. Click on Website members in the Members menu of your Admin Console.
  2. This will display all your current members.

    View larger
  3. To add a new member, click the Add a member button at the top.
  4. Enter the relevant information in the form provided.
    You can make up a password here – usually the member’s surname is a good option. This can be changed later by the member.

    View larger
  5. Ensure that the Send mail to this user with password checkbox is checked.
    This will send the new member a welcome email containing the login details.
  6. When done, click Add.

Leave a comment