New members joining online
- Membes Support
New members can easily join your association online via your website.
Set up your join form
The join form is generated dynamically based on the configuration of your Membership Types. When setting up the Membership Types, make sure you switch on the ‘Include in Online Joining Form’ is switched on if you want a Membership Type to appear as a joining option.
Create your join page
You will need to create a page on your website for the online joining options to appear. Once created, make it a Module Page and select the Online Joining Form module.
Joining online
New members can join online by going to the page you’ve created on your website. A table will be displayed, and any Membership Types you’ve selected to include will be listed on the page.
When the user clicks the Join button, they’ll be taken to the individual join form for that Membership Type.
NOTE: If uploading files to the join form via a custom field, the file size is restricted to 500kb for security reasons.
You can upload larger files via admin as it is a much more controlled environment where, amongst other things, administrators need to login for access. Whereas the join form is publicly available and therefore subject to more stringent security.
The user completes the join form, including the payment details at the bottom of the screen, and clicks Submit.
The user will be taken to the confirmation screen where they can download a copy of their invoice. The invoice will also be emailed directly to them.
Payment plan option
If you have Payment Plans enabled for the selected Membership Type, the user will be able to select from the payment options at the top of the screen. These options may vary from the below screenshot depending on which payment intervals you have configured.
When completing the payment section of the form, the user will be able to select if they wish to make their scheduled payments via bank account or credit card.
The user will then be taken to the confirmation screen.
The invoice will be emailed to the user once the payment plan details have been processed by Pinch.
IMPORTANT: Please note it can take up to 24 hours for the invoice to be emailed to the user.
If there is a joining fee or add-on option set up on the membership type, then the member will be invoiced and immediately charged for these items in a separate invoice to the first instalment of the payment plan. The joining fee and add-ons are not included in the payment plan.
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