Register a member with their agreement and review any application before payment.

Steps

  1. Open Membership management → Members and choose Enrol member.
  2. Under Customer identity, select Existing customer and find the customer, or choose Register customer contact and enter their details.
  3. Choose the programme and plan, complete its questions, and record an Audit reason.
  4. Confirm that the member has accepted the displayed terms and price, then submit the registration.
  5. For a pending application, open Applications, select the applicant, review their answers, and choose the decision under Action.
  6. Enter Reason / notes and choose Save decision. Review the resulting application and membership status.

Approval makes payment available. A paid membership becomes active after its required payment is confirmed.