Inviting your first members is an exciting step, but before you start, there are two key things to set up.
Before You Invite Anyone
1. Connect Your Stripe Account
Before sending your first invite, you need to connect a Stripe account to enable membership payments.
🔗 Read: How to Connect a Stripe Account
2. Create a Membership Plan
Once Stripe is connected, set up your first membership plan. This includes access rules, pricing (if applicable), and what content each plan can see.
Inside each membership plan, you’ll choose which modules (Documents, Events, Videos, etc.) members should access.
This ensures that from day one, each person only sees what’s relevant to them.
Ready to Invite? Here’s How
Step 1: Go to the Members Section
From your Admin Panel, click on Audience, and go to Invited Members in the sidebar. This is where all your member management takes place.
You have 2 Invite Options:
Invite by Email
Manually invite individuals using their email addresses.
Enter email address
Choose which membership plan(s) will be visible to this member
Click Send Invite
Bulk Import via Excel
Perfect if you have a large list of members.
Download the Excel template provided
Fill out the required fields
First Name
Last Name
Email
Membership plan
Upload the file
Review and click Import
Step 2: Send the Invites
After reviewing everything, click Send Invites. GroupOS will send out an email to each person with a link to join your community.
What Happens Next?
Each invited member will:
Receive a custom join link
Activate their account
Be automatically added to their assigned plan
Get access to the features and content based on your plan settings
Need to Follow Up?
From the Members section, you can:
View who has joined
Resend invites to those who haven’t
Cancel pending invites if needed
By completing these steps, you’re all set to welcome your first members and give them a smooth onboarding experience.