Reinstate a Resigned Member

Modified on Tue, 23 Apr at 4:10 PM

To reinstate a resigned member in your database.


Quick Steps


Step 1 - Search for the resigned member record in the database

  • Use the Quick Search on the main menu, or
  • Navigate to the Resigned tab in the Member Directory and filter by the name or member number columns

Step 2 - From the Member Action drop menu select + Reinstate Member option

Step 3 - Set the Effective Date (for reinstatement)

Step 4 - Click Reinstate Member

Step 5 - Continue to add membership groups and invoice member;



Step by Step Guide


Step 1 - Search for the resigned member record in the database

  • Use the Quick Search on the main menu, or
  • Navigate to the Resigned tab in the Member Directory and filter by the name or member number columns

 


Step 2 - Select +Reinstate Member from the Member Action drop menu




Step 3 - Set the Effective Date (for reinstatement)

  • Reinstate effective date must be after the original resignation date to work. e.g.  member is resigned as at 01/07/22, the reinstated effective date must be 02/07/22 or later


Step 4 - Click Reinstate Member



Step 5 - Continue to add membership groups and invoice the member

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