Add Members to an Existing Sponsorship Group

Introduction

As the Group Administrator or Authorized Representative, you might need to add members to an existing sponsorship group. This article provides the instructions you will need to accomplish this task.

Important: When adding a member, he or she may have an outstanding balance. Before adding the member, contact him or her to arrange payment of any outstanding balance. This helps maintain accurate records and prevents unexpected group charges.

You will get a warning in the Admin Center. If you proceed to add this individual, the group will cover that member’s unpaid shares.

Procedure

To add a new member or members, follow these steps:

1. In the Sponsor Center navigation menu, click Home to view the Sponsored Group(s) card.
2. In the Sponsored Group(s) card, click the dropdown arrow.
3. From the options, select the appropriate Sponsored Group name.
4. In the Group Member section, click Add Group Member. Two options will appear.
   1. If a person is not a current REDEEM® HealthShare member, then select Generate Token. The Add Sponsored Membership screen will appear. See section Generate Token for further instruction.
   2. If a person is a current REDEEM® HealthShare member, but you are adding him or her to your Sponsorship, then select Link Existing Membership. The Sponsor Existing Membership screen will open. See section Link Existing Membership for further instruction.

Generate Token

To complete this task, follow these steps:

1. In the Add Sponsored Membership screen, type the information in the required fields.
2. Click Generate Token. A unique code will populate in the Click to generate Payment Token box.
3. Confirm you see a checkmark in the option, Send invitation after Sponsored Member is added. The added member will receive an auto-generated email.
4. In the Sponsorship Start Date field, select the dropdown arrow.
5. Select the start date for this newly added member. This is now the member's start date. You can choose from up to three months in advance for the newly added member’s sponsorship start date. 
6. Click Add.

Link to Existing Membership 

To complete this task, follow these steps:

1. In Search below for the membership you would like to sponsor, type the information in the required fields.
2. In Please confirm the information and Generate Token, confirm the member’s name, email, and birthdate.  
3. In the Sponsorship Start Date field, select the dropdown arrow.
4. Select the start date for this newly added member. This is now the member's start date. You can choose from up to three months in advance for the newly added member’s sponsorship start date. 
5. Confirm you see a checkmark in the Send invitation after Sponsored Member is added option. The added member will receive an auto-generated email.
6. Click Link.