Introduction
Creating an Intake process for applicants to go through customized steps to become a Member, with their own login and portal
The Intake system is used for the onboarding of Prospects into Member Essentials Plus. Prospects will receive a link via email where they can create an acco...
Mon, Aug 5, 2024 at 4:54 PM
The Intake Management system is used for the onboarding of new Members like Prospects into Member Essentials Plus. If you would like to use this feature, pl...
Tue, Feb 21, 2023 at 2:13 PM
This article will outline the process for creating an new Entry Point in Entry Point Manager. Entry Point Management is where you create a new incoming memb...
Fri, May 24, 2024 at 10:53 AM
This article will show you how to link the Apply Now button on the Join Us page of your Public Site to the Intake Application form. Required access: Yo...
Mon, Aug 12, 2024 at 10:56 AM
JL of Columbus GA provide this sample of Language when configuring your Intake Path Intake path Configure Screens Initial Status and Statu...
Mon, Aug 26, 2024 at 1:44 PM