How to Process Paper Applications? - mailed to Community

How to Process Paper Applications? - mailed to Community

Overview

If an applicant is sending you a Paper Application directly, it is easier to add add or edit the membership directly in the Membership Portal.  
In this case, you do not use the application portal to process the membership request.      

Here is how

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)