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Membership Categories: The Workflow Tab

The Workflow Tab allows you to customize when prospective Members pay during the Application or Renewal Process.

You can also customize when prospective Members are granted Portal Access.

Image showing the Workflow Tab for a sample Membership Category.

For an in-depth guide on how to access and edit the Workflow Tab for a Membership Category, consult this Knowledge Base article.

Don't see the Workflow Tab?

The Workflow Tab is only accessible when your Membership Category requires approval on incoming applications.

This Knowledge Base article explains how to configure a Membership Category to require approval.

Collect Payment

For every Membership Category that requires approval in Member365, you can choose when to charge its Membership Dues! There are two options: BEFORE the application is approved, or AFTER the application is approved.

Image showing the Workflow Tab of a sample Membership Category, and indicating the 'Collect Payment' options: With Application / After Approval

Which to choose?

With Application – Applicants to this Membership Category pay when they apply. Once payment is received, their application can then be Approved or Denied by you as an administrator.

After Approval – Applicants to this Membership Category only pay if they are approved. Prospective Members who you deny will not be charged anything! This is the Pre-Approval workflow.

If you want to charge an Application Fee to all prospective Members, even if they’re denied, choose With Application.

If denied Members should not be charged anything, then choose After Approval.

Member Portal Access

If you want to grant prospective Members Portal Access right away – before they are officially approved – then you can configure that workflow as well!

Image indicating the 'Member Portal Access' field under the Workflow Tab. The options are 'On Approval' and 'After Payment Received'.

Choose whether you want applicants to receive login details to the Member Portal once they pay their Membership Dues, or once their application has been approved.

Approve Renewals

Do you want to approve both Applications and Renewals using the workflow you’ve configured, or should only new incoming Applications be subject to review?

Image indicating the 'Approve Renewals' toggle under the Workflow Tab of a sample Membership Category.

Approve Renewals

Toggled ON (green) – Membership Renewals will be subject to your approval workflow.

Toggled OFF (red) – Membership Renewals will not be subject to your approval workflow, and will be approved automatically.

Congratulations, you now know how the Workflow Tab works when configuring a Membership Category!

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