Managing Waitlist Group Statuses

This process is only applied when the MiMembership site has been configured to use the Waitlist Status. A membership group must have a Member Limit and be at capacity before the Waitlist Status becomes available.

Note: this process cannot be implemented in conjunction with the MiMembership online membership sign up form. Please contact MiClub Support for more information on how to implement and manage Group waitlists to best suit your requirements.

Step by Step Guide

Step 1 - Add a Member Limit to all Groups that require a Waitlist Status

• Navigate to Configuration and Members then select Groups
• Click on the Group Type name to open the membership groups list
• Click the Group Name to edit the Group
• Enter the maximum number in the Member Limit field and Save
• Repeat for each Group that requires a limit

Step 2 - Add a membership Group to the member record

• Navigate to the Member Record using the Quick Search or from the Member Directory
• From the member's record click the Member Action button and select Memberships
• Select the +Membership button
  • If you have just completed creating a new member record, select the 'Add Membership Groups' option from the taskbar located top of screen
• Enter the Start Date for the membership group, then select the appropriate Group (tick box) and click the Add Group button
  • If the group added requires a facility to Facility window will open
  • Accept or select the Facilities option (if applicable), then Save
• If this addition exceeds the Group Limit the system will prompt you to add the member to the waitlist - click Add to Waitlist button. The membership Group will be added to the member record with a Waitlist Status
• Proceed to Step 3 to move the member from the waitlist status to active status

Step 3 - Move the membership Group from the Waitlist Status to an Active Status and Invoice

• Navigate to the Memberships Repository (from the main menu select Members then Memberships)
• Select the Waitlist Tab
• Locate the member in the list (to be moved from the Waitlist to Active Status)
• Select the Activate and Invoice option from the Action drop menu
• Check invoice dates and charges and Save

Notes:

• Use the Action Menu option Delete to remove the membership Group from the waitlist
• Use the Waitlist report to review waitlisted members (Reports > Membership > Waitlist Members)
• End any membership groups the activated Waitlisted group replaced