Join Form Considerations

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Questions for the Client:

  • Do we want to include a Renew form?
  • Do they want auto renewal of membership?
  • Do they want an option to pay a different way for renewal than for join?
  • Do they want accounts to be placed as PENDING before they are made active?
  • What group do they want each membership type to be placed in?
  • How do they get their user name and password?

Things to remember to create:

  • Membership Organization Rules - to associate the organization to the account
  • Membership People Rules - to associate the people in the organization to the account