Online Member Application Configuration
This article will help you configure the online member application so that new members can signup through your website when joining your club.
Important! Roles needed: Administrator, Billing Administrator
There are three steps to getting the online member application setup:
- Setup billing codes and member types: http://support.portalbuzz.com/billing-and-invoices/setup-billing-codes
2. Configure the online application
3. Putting the application on your website
CONFIGURE BILLING CODES AND MEMBER TYPES
These are configured using the following instructions if you have not used the Billing function previously:
Billing code setup:
Set new member billing status to active:
Member type setup:
CONFIGURE THE ONLINE APPLICATION
- Click the Admin button on the navigation menu on the left.
2. Locate Member online application configuration under the Members heading.
The Member Online Application Configuration is divided into three parts.
A. Member Types to Display - Select current member types to allow members to select when signing up.
After clicking the Configure button, select the member type/s you want to display on the public website then click the Submit button.
B. Custom Fields to Display - Select custom fields to include on member application page.
Please note: Custom fields are NOT available for Kiwanis International clubs at this time.
After clicking the Configure button, select the custom fields you want to display on the public website then click the Submit button.
Note: Custom fields are managed in the Admin --> Organization Settings area under General administration. For information on how to Create and Manage Custom Fields, click here.
C. Payment options - Select payment options to include on the member application page on the public website.
After clicking the Configure button, select the payment option/s you want to include on the member application page, add a "Thank you" message then click the Submit button.
Note: Setting up the credit card payments are done in the Billing area (Configure --> Online Payments).
PUTTING THE APPLICATION ON YOUR WEBSITE
Look for the Manage pages & menu option then click the Select button. Choose the appropriate page from the list and click edit. If you want to add a new page for the member online application, you can do so from this page. Click the Manage pages & menus article or video below if you need help in adding a web page.
Once on the page, click on the content box where you would like to add the member online application, then click the Controls button in the edit bar. Select User Signup from the drop-down menu and then click the Save and Publish or Save without Publishing button.
The User Signup control will display on the page.
Click the Save and Publish button and the online membership application will display on the page. The member types, custom fields and payment options you've selected will be included in the online form.
To review applications, go back to the member portal and click the Admin button on the navigation menu on the left, locate Member online application management under the Members heading.
The list of membership applications will display. Simple click the Approve or Deny icon for each application. You can also check out the member application details by clicking the View icon.
Note: Kiwanis Clubs will be taken to another screen to approve applications so that the information gets sent to Kiwanis. You will need to have "Kiwanis Secretary access" to approve applications.
Create and Manage Member and Custom Fields
Create Member Types and Set Billing Codes
Manage Pages & Menus (article) or Part 2: Public Website - Pages & Menus (video)