Convert a Contact to a Member
To manually convert a Contact to a Member, open the Contact's profile and select the Action drop-down button at the top. Next, select Make Website Member on the drop-down menu shown below.
Important: The best way for a Contact to become a Member, is for them to go through your checkout process or to sign up for your course or membership through a checkout page. For this to work, you need to have a Member Group linked to your Store products and your Store products need to be linked to your checkout page/s.
On the next pop-up screen, select the correct Member Group/s and hit Confirm.
Remove Member Access
To remove a Member from your courses or membership, you need to assign your member to your Basic Member Group and remove (untick) all other Member Groups.
A Member can not be converted back to a Contact. You need to assign a different Member Group to the Contact - ideally a Member Group which is not linked to any of your lesson pages or courses.
To do this, open the Contact's profile and select Manage Groups.
On the pop-up menu, untick any Member Groups you want to remove and tick your Basic Member group.
Ideally, your Basic Member group will not be linked to any pages or courses. A Member will always remain a Member, which is why you have to assign another Member Group.
