- Sign in as a client
- Navigate to menu expand Manage Member and click on Membership Type
- Click on any specific membership + icon to add new member
- You will be redirected to the signup page.
- Fill in the information.
- Click on the button next to proceed with the payment process. If Membership is free, then you will not be proceeded to payment page
- If payment type is set as Pay with Authorize.Net, fill in the credit card details and click on the save
- If payment type is set as PayPal, then you will be redirected to the PayPal servers and payment can be done through PayPal as well as credit card.
- A Thank You page displays after the payment confirming the member is created.
- If membership type set as approval required, then
- User will receive an email thanking them for submitting information, a copy of email will be sent to client as well.
- To approve or cancel the member registration client goes to Client Portal, Expand Manage Member and selects Pending Approval
- Client selects the membership type using dropdown .
- Click on the approve button and a Thank you email goes to user as well as client with confirmation along with member login link
- After approval members goes to the current member list.
- In case of rejection client click on the reject button , submission will move to Rejected list with an option of refund.
- If payment was made through Authorize.net then payment will be done by clicking on refund button
- if payment was made through PayPal then Save in System button will be available. client must manually refund the amount
- If membership type set as approval note required, a thank you email goes to user as well as client with confirmation along with member login link