When someone fills out your wait list or new membership application, Member Splash creates an account for them with the Waitlist account type. To offer them a spot, change their account type to Offered Membership and let them know they can log in and pay.
Prefer to watch?
Offer membership to wait list accounts
Go to Membership > Accounts.
Click Filters, set Account type to Waitlist, and click Apply.
Check the box next to each account you're offering a spot to.
Click Bulk Actions > Change Account Type.
Under New account type, choose Offered Membership and click Apply.
💡 Just one family? Open their account from the ⋮ menu, change Account type on the Details tab, and save.
Let them know
Email the families you've offered a spot. Start from the Sample letter for Offering Membership to Applicants, which uses merge tags to fill in each family's details.
When they log in, they'll be asked to finish their profile (family members, contacts, photos, birthdates), then pay their new-member fees and dues.
Want their account type to switch to a full membership automatically once they pay? Set up Post Payment Actions.