How to Process Paper Applications? - mailed to Community

How to Process Paper Applications? - mailed to Community

Overview

When your applicant sends you a Paper Application, you will add or edit the membership in the Membership Portal.  

This list of articles are common actions for adding members to your member list: 
  1. How to log in
  2. How to add a family & patron (applicant is not in the software yet)
  3. How to find a membership or member (applicant is already a member)
  4. How to edit a family or patron
  5. How to send or resend passes
  6. How to manually add a Virtual Guest Pass to a membership
  7. How to add a LIMITED member (e.g. babysitters or season long guest passes)