Approving/Rejecting Pending Members

To approve a pending member, you need to login to the website and have Administrator Access of the Membership System.

The main reasons that a member will be sitting in pending are:

1. If you have chosen to have manual approval required. 
2. If you have a manual payment option turned on e.g. direct transfer, that needs manual reconciliation. 
3. If they have attempted to pay via an online payment gateway and it has failed for whatever reason. To see their status for these cases, click on the Notes icon next to the member's name and read their recent activity.

Confirming Member Payment and Payment Method

Before approving a pending member, you should first confirm payment has been made. You can see that a payment is pending approval on the Pending Members Widget.

To review details on the payment, click on the Pending Hourglass Icon, and it will show details of how the payment was going to be made. Once the payment has been received, click on the Confirm Payment button, and the member will be approved and sent the "Welcome Email."

Approving/Rejecting a Member in the administration area

To approve a member, click on Membership in the top navigation bar. This page, by default, is set to have a pending members list at the top of the page. 

The approve column may show two different icons (see image example above);

• • The  Payment icon is used to enter the receipt of payment for a pending (new or renewing) member. Once the payment details are entered, admin can approve the membership.
  • The  Approve icon is used when a payment has been made, but the member requires admin approval to proceed.
• The Reject icon is used to reject a member’s renewal or signup. Rejected members will have a “Removed” status but can still log in. Admins can refund payments if needed and re-add members to the correct level if they signed up for the wrong product.
• The Notes icon  is used to view and add notes for the member.
• The Email icon  is used to email a member directly. By clicking this icon, a pop-up with an email editor will appear for an admin to create an email.
• The  gives more options for the member; 
  
  

  

  • + Add Payment, is used to enter a Membership payment, paid by the member.
  • View Member Details, shows the Members name, address, and contact details.
  • View Membership Data, details the information that the membership included in the sign up form. 
  • View Orders, gives a list of past transactions for the member.
  • Remove Member, will remove a member from a membership level only.  This will not remove the member account.

To approve the members simply click on the green “Approve” button. It may take a few seconds to process all of the required information in the background. The status will change to approved once the processing is complete, and the member will be moved to the current members list.

The members page does not have an Approve column. Instead, you will need to click the  icon, which will give a list of options;

• If the member has paid, a red * will appear beside the icon, and the first option on clicking will be "Approve Member".
• If the member is pending payment, the first option when clicking the icon will be "Add Payment". Once you have added the payment details, you will be able to approve the member.

Approving a Member in the Mobile App

As an administrator, you can approve a pending member within the mobile app. To do this, login to the Mobile App as administrator, and click on the Pending Member icon to see a list of any pending members. 

If you have any members with the pending status, you will see them listed. To approve a member, click on the thumbs up icon.