How to View a Membership Application

This article will step you through the process of finding, and viewing, a membership application so that you can see/review what the process looks like for a prospective member when they are going through the application process. If you are looking for how to review and approve or reject a specific contact's Membership application form, please see this Knowledge Base Article, instead.

Finding the Membership Application Link

1. From the Member365 Administrator Dashboard, hover over ‘Membership’ on the bar at the top of the screen and select ‘Category Setup’ from the drop down menu.

2.  Find the membership category whose application you want to review, either by typing its name into the search bar or by locating it in the list and click on the three-dot menu icon. Click on the three dots on the right side of that category (highlighted in blue box below) and select 'Application Form Link' from the dropdown menu.

3. Click ‘Copy Link to Clipboard‘ in the window that pops up.

Viewing the Application

4. Scroll to the top URL bar in the browser, paste your code, and press ENTER on your keyboard.

This will bring you to your membership application, allowing you to view it from the perspective of a potential member!