Approve Sign Up From Submission - Manual Process

Modified on Tue, 23 Apr at 5:02 PM

The From Submission repository displays all pending, previously approved and rejected submissions. Each submission has an information link and action menu. This process is actioned when a prospective new member completes and submits the online MiMembership sign up form. 

The online Membership Sign Up Form is an additional paid module of MiMembership. Clubs have the option to manually approve new submissions (as outlined in this help solution) or include online payment with auto approval of submissions.

Quick Guide

Step 1 - Navigate to Members > Form Submissions > Pending Tab

Step 2 - On the pending new member record, select Approve Submission from the Action drop menu

Step 3 - Select +Create New Member

Step 4 - Select the Next button on each Details Tab until you reach the end

Step 5 - Select Save

Step 6 - Select +Create Memberships

Step 7 - Select +Save Quote as Invoice

Step 8 - In the Account window, select the Subscription or Membership account and Continue

Step 9 - Save the Invoice

Step 10 - Use the options in the task bar to Pay, Email, Print or Add the invoice to a Payment Plan

Step by Step Guide

Download the attachment:

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