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Workflows

Workflows define the steps a member goes through when applying for membership or renewing. You can require approvals, document uploads, and payment at each stage.

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Workflow Types

Application Workflow

Controls the process for new member applications — from submission to activation.

Renewal Workflow

Controls the renewal process for expiring memberships.

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Creating a Workflow

1

Navigate to Workflows

Go to Administration → Workflows → Create Workflow.
2

Name and Type

Give the workflow a name and select whether it’s for Application or Renewal.
3

Add Steps

Build the workflow by adding steps in order:
  • Application Form — Member fills in required information
  • Document Upload — Request supporting documents (ID, certificates, etc.)
  • Admin Approval — An admin or moderator reviews and approves
  • Payment — Member pays their dues via the configured gateway
  • Activation — Membership is activated automatically after all steps complete
4

Assign to Membership Types

Link the workflow to one or more membership types.

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Example Workflows

  1. Application Form
  2. Payment
  3. Activation
Best for open associations with minimal vetting.

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Managing Applications in Progress

View pending applications at each workflow stage from Administration → Applications. Admins can:
  • Approve or reject at approval steps
  • Send reminders for incomplete steps
  • Override steps when necessary (with audit logging)
Overriding a workflow step is logged and visible in the audit trail. Use sparingly.