The Member Signup function is a wizard with between three and ten pages. There are five versions of this wizard, three (3) if the member is signing up or renewing, and two (2) if an administrator is adding or renewing a member on their behalf.
Administrators: Check out our step-by-step guide to configuring the Membership Signup and Renewal Wizard: How to Define Memberships and the Membership Signup Wizard
For Administrators
- For members logging in to the site for the first time. If enabled, this version requires new site users (whether they are a new member, an existing member, or a member up for renewal, and whether they are a primary member or a secondary member) to review and update their information. Completing this review will be required to use the website. Enabling this option will affect all members added to your database, regardless of whether or not you had the feature enabled before they were added (any members in the system prior to enabling the feature who have not logged in will be brought to the first login wizard). If the member is renewing their membership at the time of first login, the wizard the member sees will contain the pages you selected for both first login and membership renewal wizard.
- For new members signing themselves up. This module is enabled in the standard way and is placed on the public side of the club’s website, usually on the menu. (There is no point in placing it on the members’ menu; if someone can login, they are by definition already a member!) It can also be activated from the Benefits module.
- For admins adding a new member, accessed by clicking the Add Member button in the People Manager. This version handles memberships that arrive in the mail or that are submitted at an event.
- For existing members in the Renew cycle who click the Renew Now link in their Login panel, or the Renew link on their Profile screen.
- For admins renewing an existing member by clicking the Renew link beside a member’s name in the People Manager.
Specific pages are controlled using the Control Panel – People Tab – Admin Functions Panel – Membership Wizards Setup screen.
What would you like to do?
- Select your Member Type
- View the Privacy Agreement
- Submit Basic Contact Information
- Answer Additional Member Data specific to the club
- Submit an Member Attachments
- Select Member Interests
- Select a Chapters and/or Secondary and/or Tertiary Members
- Select a User ID and Password
- Add Additional Charges to your membership
- View the club Joining Agreement
- See a Summary of charges, and make a Pending Payment