Offer membership to wait list applicants by moving their accounts from the Waitlist account type to Offered Membership, then letting them know they can log in and pay.
How Applicants Get Into Member Splash
When someone completes your Wait List/New Membership Application form, a Member Splash account is created for them automatically.
By default the account type is Waitlist, and they are placed at the bottom of the wait list, behind earlier applicants.
If you don't have a wait list and are accepting new members now, applicants fill out the same form. You then contact them by email or phone when a membership is available.
Move Accounts to Offered Membership
You can change one account at a time (open the account and change Account type on the Details tab), or change many at once with a bulk action. This example moves 4 wait list accounts.
Go to Membership > Accounts.
Use Filters to show the accounts you want (for example, Account type: Waitlist).
Check the box next to each account to offer membership to, or check the header box to select all on the page.
Click Bulk Actions and choose Change Account Type.
The Change account type window shows how many accounts you are updating.
Under New account type, select Offered Membership.
Click Apply.
Note: Change Account Type applies to every selected account exactly as chosen, so double-check your selection first.
Follow Up with the Applicant
Email the applicant to tell them their membership has been approved. You can start from the Sample letter for Offering Membership to Applicants.
The sample uses merge tags, which are replaced with each member's data. Merge tags use the format *|TAG|*. See How to use Merge Tags to Personalize Emails.
What the New Member Sees
When they log in, they are asked to complete their profile: add family members, emergency contact information, email addresses, phone numbers, member photos, and children's birthdates.
They then go to the payment screen to pay any new-member fees (such as Bond, Initiation, or Capital Improvement fees) and the membership fee for their new account type.
To change their account type automatically after they pay, see Post Payment Actions.