This feature allows club admins to request payments from individuals who are interested in joining the club but have not yet been onboarded as members.
No Changes to Signup Form Needed
No Changes to Signup Form Needed
There's no need to modify the signup form to implement this pre-payment requirement. Regardless of the specific form they've used to sign up, you can request payments from all new members.
How to Request Payments
How to Request Payments
Navigate to the Right Menu: Go to 'Members -> Sign ups'.
Select a Member: Click on the desired member's name or the three dots next to their name.
Set Payment Approval: From the dropdown menu, select 'Approve after payment'.
Determine Payment Type: Based on the membership type selected during signup, specific payment requests will appear. If none appear, it means the selected member type does not match any existing payment segment.
Customize the Payment Request: Before finalising, you can tailor the payment request as needed.
Setting a Payment Deadline
Setting a Payment Deadline
You can stipulate a deadline for the payment, ranging from a quick 48 hours to a more lenient 14 days. Failure to meet this deadline results in a "Payment expired" status for the member on the signup list. However, there's flexibility as you can always send a subsequent payment request later.
Post-Payment Actions
Post-Payment Actions
Upon successful payment, the individual is seamlessly transitioned from a prospective member to an official club and group member.
Frequently Asked Questions
Do I need to change the signup form to request pre-payments?
Do I need to change the signup form to request pre-payments?
No, there is no need to modify the signup form. You can request payments from all new members regardless of the form they used.
How do I request a payment from a new member?
How do I request a payment from a new member?
Go to 'Members -> Sign ups', select the member's name or click the three dots next to their name, choose 'Approve after payment' from the dropdown, and customize the payment request if needed.
What happens if a member misses the payment deadline?
What happens if a member misses the payment deadline?
If the payment deadline is missed, the member's status will be marked as "Payment expired" on the signup list. You can send a new payment request later if necessary.
Can I set different payment deadlines?
Can I set different payment deadlines?
Yes, you can set a payment deadline ranging from 48 hours to 14 days.
What happens after a member makes the payment?
What happens after a member makes the payment?
Once the payment is completed, the individual will be automatically transitioned from a prospective member to an official club and group member.