How to PROCESS a submission
In this article, we will show you how to process an application for a...
- New membership
- Updated membership
- Replaced membership
- Renewing membership
We'll direct you to separate help articles for other common scenarios.
- Support Tickets
- Paper Applications
- How to approve an applicaton if it is the 2nd submission in the current year.
- How to add a patron via a support ticket.
Create a NEW membership
Claim by clicking the green clipboard icon or click Claim (if you have not already done so)
Click Sync & Approve
Click +Create New Membership to add a new membership
Add applicants by dragging them to the right
Reject applicants by leaving them to the left
Click Continue Create
Click Continue
Click Create & Approve
**Close the sync complete browser tab
Click Back to exit the processed application
Claim the next application
UPDATE an existing membership.
Important: This is only done if you are keeping some members or updating some members. This is not a move in/out scenario.
Here is how
Claim by clicking the green clipboard icon or click Claim (if you have not already done so)
Click Sync & Approve
Click the Membership ID to update an existing membership
Updating a Membership
Add applicants by dragging them to the right
Update applicants by dragging them to the left
Delete old members by clicking the trash icon
Reject applicants by leaving them in the middle
Click Continue Update
Click Continue
Click Create & Approve
Click Ok
Close the sync complete tab
Click Back to exit the processed application
Claim the next application
REPLACE a membership.
This is a move in/out scenario. Or anytime you are deleting all existing members.
It is important to choose this scenario to delete all existing data from the previous members.
Here is how
Claim by clicking the green clipboard icon or click Claim (if you have not already done so)
Click Sync & Approve
Click the Membership ID to update an existing membership
Add applicants by dragging them to the right
Update applicants by dragging them to the left
Delete old members by clicking the trash icon
Reject applicants by leaving them in the middle
Click Delete & Replace
Click Continue
Click Approve
Click Ok
Close the sync complete tab
Click Back to exit the processed application
Claim the next application
RENEW a membership.
Claim by clicking the green clipboard icon or click Claim (if you have not already done so)
Click Renew & Approve
Click Renew
Click Ok
Click Back to exit the processed application
Claim the next application
Support Ticket
CLICK HERE to read our Support Ticket article.
Paper Application
How to process a paper application mailed to AGS
Process it the same way you would process a routine online application. CLICK HERE to learn more.
How to process a paper application mailed to the community
Simply add the family or member directly into the database. CLICK HERE to learn more.
Tip: How to process an application if it is a 2nd submission in the current season.
CLICK HERE to learn how
Tip: How to add a patron via a support ticket.
CLICK HERE to learn how