How to pre-approve Membership Applications

Christine

November 08, 2020 18:35

With Pre-Approval, you can review Membership Applications and issue invoices only to those Contacts who you approve.

In other words, payment is not due from members until after their application has been accepted. Continue reading to learn about the workflow, and how to configure pre-approval!

Configuring Pre-Approval

To pre-approve Membership Applications, the workflow must be configured in the settings for your Membership Category.

NOTE:

Pre-Approval cannot be configured if you do not have Membership Approval enabled.

If you are creating a new Membership Category, consult this Knowledge Base article and be sure to toggle ON the option for ‘Requires Approval’.

If you are editing an existing Membership Category, consult this Knowledge Base article to ensure that approval is required.

1. From the dashboard, hover over 'Membership'

hover over membership.png

2. Click 'Category Setup' from the dropdown that follows.

category setup.png

3. Click the name of the membership you want to edit.

4. Scroll down to 'Workflow (Application Approval Process)' and toggle to "yes". Then select when you'd like to collect payment.

5. Click ‘Save Membership' to save any changes made within the setup.

Pre-Approving an Application

Applications that come into your system will show up on the Administrator Dashboard.

1. Check the ‘Alerts’ section, and click ‘Applications pending review’.

Alternatively, click through the ‘Reports’ -> ‘Membership’ -> ‘Applications Pending Review’ series of drop-down menus to access the same page.

2. Locate the Membership Application you wish to pre-approve from the list. Click its corresponding ‘Review’ button.

3. You will be taken to a page where you can review the Membership Application. It is possible to request more information as necessary and to delete or deny the application if you wish.

To pre-approve the application and generate the corresponding invoice, click ‘Pre-Approve’.

4. An email template will appear. Review its contents, make adjustments as necessary, then click ‘Pre-Approve’ to deliver the email and corresponding invoice to your newly pre-approved member!

When this Contact pays the invoice you just sent to them, their Membership Application will be approved automatically!

Congratulations, you now know how to set up a Membership Category that facilitates pre-approval, and you know how to pre-approve Membership Applications!