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, Feb 16, 2023 at 5:29 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...
Wed, Feb 8, 2023 at 2:52 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...
Wed, Feb 8, 2023 at 2:52 PM