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Adding New Members - Order of operations
- dan-tm
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Adding New Members - Order of operations
1 year 5 months ago
In my club, membership applications normally go through this process:
members BEFORE the Treasurer gets involved. This would streamline the process for the VPM.
With this in mind, I wonder about the implication of adding a member to the portal before their membership is established in TMI... is there any negative functional or administrative consequence I should be aware of?
Many thanks.
Dan
- Application Received
- VPM - Initiates "screening committee" interview
- VPM - Upon member approval, refer to Treasurer
- Treasurer - send invoice
- Treasurer - confirm payment received
- Treasurer - add member to TMI and make corresponding payment
- Treasurer - handoff to VPM
- VPM - add member to portal
members BEFORE the Treasurer gets involved. This would streamline the process for the VPM.With this in mind, I wonder about the implication of adding a member to the portal before their membership is established in TMI... is there any negative functional or administrative consequence I should be aware of?
Many thanks.
Dan
- Brian
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