Use the Guest feature to create a profile for non-members or prospects to add them to event reports, without displaying the profile to members.
A profile marked as Guest cannot:
- RSVP to an event (Admin can RSVP for a Guest in the Event Report)
- use the Forgot Login and First Visit functions
- edit their profile
- receive emails sent through ChapterPRO
- be seen by Members
If you give the username and password to the Guest, they may view everything on the site.
1. Admin Control Panel > MEMBERS > click ADD MEMBER.
2. If available, select the member type, which varies by site > check Guest.
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 "YPO Other Chapter" or "Prospective Member" in the last name field. The result is "Jenny Jones YPO Other Chapter" or "Jenny Jones Prospective Member" displays on the member profile and is found in the member directory in the "Y" section for administrators only. Members do not see Guest profiles in the member directory.
4 . Click SAVE.
*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.