Go to the new prospective member's contact record and log a transaction for two products:
- ES101 Start-up $400 (or whatever you've agreed)
- NOTE: If it is $0 then run it for $0, the running of this product is what sets up the software
- ES115 Monthly $99 per month OR ES116 Annual $99 per year
That's it, running the ES101 will initiate the software set-up. Wait a few minutes, refresh your page and you should see their software set-up.