Manual assignment links a product to a contact without creating an invoice. Use it for comped memberships, staff access, scholarships, or any product the contact shouldn't be charged for. Manually assigned products show up alongside paid ones on the contact's Products tab.
Assign to one contact
Open the contact from Contacts (or any user profile).
From the contact's action menu, choose Assign product.
Set Assignment valid until:
Forever — the assignment never expires.
Custom date — pick the day the assignment should end.
Pick the product from the list (filter by category or search by name). You can also create a new product here without leaving the modal.
Click Confirm.
Assign to multiple contacts at once
Go to Contacts.
Select the contacts you want to assign the product to (use the row checkboxes).
In the bulk actions menu that appears, choose Assign Product.
Follow the same steps as the single-contact flow above. The same product and validity is applied to every selected contact.
Revoke a manual assignment
Open the contact and go to the Products tab.
Click the row's action menu and choose Delete assignment.
Confirm. The product is unlinked from the contact immediately.
To change the validity date instead of revoking, choose Edit assignment from the same menu.
How manual assignment interacts with invoices
Manual and paid assignments are independent. If a contact has a manual assignment for a product and later pays an invoice that includes the same product, both rows appear on their Products tab. They don't merge.
Billing contact doesn't matter. Manual assignment goes to the contact you select, not to whoever is the billing contact on their profile.
Refunding an invoice doesn't touch manual assignments. Refunds only undo the assignment created by that invoice.
Tip. Use the Valid until field to auto-expire seasonal comps (e.g., scholarships that end with the season). Once the date passes, the assignment moves to the expired list and stops counting toward active memberships.