- Visit the signup URL to register a member
- Select the membership type and press continue and user 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 user will not be proceeded to payment page - If payment type is set as Pay with Credit Card, fill in the credit card details and click on the save button
, a Thank You page displays confirming the member is created. - 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
- If membership type set as approval required, then
1. User will receive an email thanking them for submitting information, a copy of email will be sent to client as well.
2. Client review the information including view the submitted document and approve or decline the submission.
3. If approves then a Thank you email goes to user with confirmation along with member login link (which client can use to login to their member profile page), a copy of email will be sent to client as well.
- 4. Member can see their membership history by going to Report section.
5. Member can download or view their member registration confirmation from the report section - To view report, click on the eye button
and the member will be redirected to the view page displaying complete information of membership registration - List can be exported to csv or Excel formal by clicking on
- Search box can be used
, for quick search.
In case of rejection, Member will be notified and member can be refunded. - If payment was made through Authorize.net then payment will be done online.
- if payment was made through PayPal then client must manually refund the amount