Process applications and renewals
Review an application
1
Open the application workflow
In the sidebar, open Workflow → Application.
2
Choose a stage
Select Awaiting Payment, Awaiting Approval, Completed, or Declined.
3
Open a record
Select an applicant to view the submitted application form and the actions available at that stage.
4
Complete the available action
Approve, decline, or move the application forward as allowed by your workflow permissions and its current state.
Review a renewal
1
Open the renewal workflow
In the sidebar, open Workflow → Renewal.
2
Choose a stage
Select Upcoming Renewal, Awaiting Payment, Awaiting Approval, Completed, or Declined.
3
Open the member record
Review the renewal information and complete the actions available for its current stage.
Change the workflow rules
1
Open the membership type
Go to Settings → Membership Type and create or edit the applicable type.
2
Open Workflow Settings
Move to the Workflow Settings step.
3
Choose the required rules
Configure application approval, separate application fee payment, approval after payment, and renewal approval as needed.
4
Continue and save
Continue to Notification Settings, review the email stages, and save the membership type.