Members can submit an application at the /apply link to your domain. This link can be found under the Membership > settings section of your dashboard and shared directly or linked via your website. Once received, applications can be managed as follows:

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Overview

You can view all Membership Applications by clicking on the Membership tab > Applications.

Application details include:

• First / Last Name
• Status (Applied, Recommended, Awaiting Details, Approved)
• Category & Plan (based on membership categories created and available for applicant)
• Plan (membership billing plan for the category selected on application)
• E-signatures (if any are attached to the application)

Applicant Details

By clicking on Applications under the Membership tab, you can see Applicant Details, Status, Category & Plan, Notes (visible to administrators only), Billing, and E-signature status.

• The Status tab shows a timeline or paper trail of all the applicant details. You can also track or add any sponsors to review the applicant.
• Notes allow Administrators to capture any additional information that is not included in the application. For example, if there is a personal connection to the applicant or if they are friends of another existing member. Simply click edit and include notes for reference. You can also add more notes or delete if not longer applicable.
• Category & Plan includes details on what membership category and plan the applicant is applying for. This is not an editable field as it is determined by the applicant during the application process.
• Billing will likely be blank for a new applicant as they have not yet been invoiced for any membership dues unless there is a fee for an application in which case it would show in Billing details.
• If a waiver is attached to your membership application, the status will appear in E-Signatures.

Edit/Manage the Application