Process for a member

To become a member, an individual must complete the Membership Application by going to:

Members → Membership Application

Once the user submits the Membership Application, the ADMIN will automatically receive an email notification informing them that a new prospective member has applied.

An automatic task will also be created in the individual's Prospect tab. The Village can use this section to create and manage follow-up tasks for the prospect, such as:

• Sending the prospect a member brochure
• Calling the prospect
• Following up on their application
• Providing additional membership information

Approving a Prospective Member

Once the prospect decides to apply for membership, the Village can review their information and determine whether they meet the requirements to become a member.

If the individual qualifies, the Village can go to the prospect's profile and send password instructions, allowing them to access their account.

Creating a Member Without an Application

If a Membership Application has not been submitted, the Village can create the member directly. For instructions, see:

How to Create a New Member

Sending a Membership Payment Link

The Village may also send the member a direct link to make their membership payment more easily.

For more information about the links that a Member Manager can send directly to a member, see:

Which Links May a Member Manager Send Directly to a Member?