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...
Thu, Jun 26, 2025 at 9:58 AM
The Intake Management system is used for the onboarding of member prospects to Provisional/New Members in Member Essentials Plus. If you would like to use t...
Tue, May 27, 2025 at 4:38 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...
Wed, Feb 5, 2025 at 4:29 PM
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