Looking to send a membership to someone you have already added to your roster? If so, check out this article: How do I send a membership to someone already on my class roster?
Sending your members access to financialpeace.com is as easy as 1-2-3!
- Sign-in to financialpeace.com and select the class you want to add a member to and then click on the “Members” tab.
- On the right side of the screen, click the "+ Add Member" button.
- Fill out the form with the name, email, and phone number of the person you are sending online access to. If this person has a spouse, you can click the "Add Spouse" button to add the spouse's information. NOTE: This will not grant the spouse online access, but add their email and name to the attendance roster
You have now added this person to your roster and sent them their activation link to financialpeace.com!
You can check the status of their membership with the dot and message next to their name.
If they have not yet activated their account, the dot and message will appear like this:
If there is no dot and status next to their name, then they have completed the activation process and it will appear like this:
Once a membership has been sent, you do not have the ability to revoke it, so be extra careful when typing in their email address. If you accidentally put in the wrong email, please contact us.