Process for a member

In order for an individual to become a member, the user must go to "Members"--> "Membership Application"

After the user fills out the "Membership Application," ADMIN will automatically receive an email informing about the prospective member. 

From there, an automatic task will appear on this individual's "Prospect" tab, and the Village can then set up various tasks for the prospect. Some task examples can include sending a member brochure to the prospect, calling the prospect, etc. 

Once the member decides to apply for a membership, the Village can check to see if the person qualifies to become a member. If they do qualify, the Village can go into the prospect's profile, and send the individual password instructions.

In the following article, we explain how to create a new member if an application form has not been submitted: https://support.helpfulvillage.com/hc/en-us/articles/360057894574-How-to-create-a-New-Member-

The Village may also send this link so that the member can pay for their membership more easily.

https://support.helpfulvillage.com/hc/en-us/articles/1500002916841-Which-links-may-a-Member-Manager-send-directly-to-a-member-