4 Ways to Add New Members
Option 1) Transferring Existing Members, Option 2) Manual Entry, Option 3) Upload or Option 4) Sending Registration Link
1. Member: Add New Members
1 - ADD EXISTING MEMBER (TRANSFER STUDENTS)
Search by students name or email address. Select student and click "Add Existing Member" button.
2 - MANUAL ENTRY
Add students information and click "Add Contact" button.
3 - IMPORT
1. Click on Import Contact Data (.csv)
2. Download the provided template and enter your members information. Name, email (personal email is preferred), grade and gender are required. Save template on your computer as .CSV
Note:
Gender | Grades | |
Female | 5 | Collegiate Freshman |
Male | 6 | Collegiate Sophomore |
Not Selected | 7 | Collegiate Junior |
8 | Collegiate Senior | |
9 | Graduate | |
10 | Alumni | |
11 | N/A | |
12 |
3. Upload your .CSV template and click "Import Unpaid Students"
4. Upload you .CSV template again to reverify your information. and click on "Import Unpaid Student and Send Invitation Emails"
4 - REGISTRATION LINK
1. Copy link and send to prospective members. The link can be used to register advisers and alumni as well
2. The student will click on I am a student
3. The student will fill out form and Submit
4. The adviser will receive an email informing them that they need to approve a new account request. You can click on the blue "View pending accounts" link
CREATING AN INVOICE OR A QUOTE = TRANSITION MEMBERS
1. Members: Transition Members
2. Select unpaid students you want on your invoice from unpaid student list and then click "Transition to Member" button. Anyone with a Green $ with an arrow is already on an unpaid invoice.
Transitioning Members means creating an invoice/quote
3. Choose quote or invoice.
4. Click on Quote for Purchase Orders or go straight to Invoice.
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