Waitlist for membership groups

If a membership group has a limit set, and it is fully allocated, any members wanting to join that group can be added to a waitlist.

Membership group limits are set in Configuration > Membership > Group

Quick Guide

1. Add member to group
2. If the limit in the group has been exceeded, the system will prompt you to add the member to a waitlist
3. Select Add to Waitlist
4. Use the membership repository to view waitlisted members and  (Waitlist Tab)
5.  Use the Action Menu item Activate and Invoice the membership when you would like to move them from the waitlist to an active membership.
6. Use the Action Menu item Delete to remove the member from the waitlist
7. Use the Waitlist report to report on waitlisted members (Reports > Membership > Waitlist Members)

Step by Step Guide

Step 1 Add member to group

Step 2  If the limit in the group has been exceeded, the system will prompt you to add the member to a waitlist.

Step 3  Click Add to Waitlist

Step 4  Use the membership repository to view waitlisted members (Waitlist Tab). 

Step 5  Use the Action Menu item Activate and Invoice the membership when you would like to move them from the waitlist to an active membership.

Step 6  Use the Action Menu item Delete to remove the member from the waitlist

Step 7  Use the Waitlist report to report on waitlisted members (Reports > Membership > Waitlist Members)