Create a member profile for a prospect to
RSVP for them and add their name to event
reports, including their profile in Member
Directory.
1. Admin Control Panel > MEMBERS
> click ADD MEMBER.
2. If available, select the member type, which varies by site > select Member.
TIP: To prevent prospect from accessing
the site, do not enter an email address so
they may not use the Forgot Login or First
Visit buttons to retrieve their
login.
3. Enter First Name and Last Name.
TIP: Include guest name descriptor by
entering first and last name in first
name
field "Jenny Jones", and descriptor
"X Chapter" or "Prospective Member"
in
the last name field. The result is
"Jenny
Jones X Chapter" or "Jenny Jones
Prospective Member" displays on the
member
profile.
4. Click ADD.
*If member date of birth (DOB) is
required
on your site, you will be prompted to
enter a DOB. If unknown, enter January
1,
current year.
NOTE: The V8 member editor upgrade
currently in production includes
additional member types, for example
Prospective members and Widow/Widower
of
member. Each will have their own
permissions assigned, different from
the
existing Guest, to be determined by
each
chapter.
How members see a Prospective
Members
in the MEMBER DIRECTORY…
and PROFILE.