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Incomplete Memberships: Completing a membership

When a membership is initially added, it is labeled as Incomplete. While the membership is Incomplete, it cannot be billed and none of its benefits are active.
Memberships can be incomplete for two reasons, either the membership type is in a division that requires forms to be signed, or the membership type is set to Integrated Billing and the member has not provided billing information. 

If the membership requires forms to be signed, the membership will look like this:

You can click the Sign & Complete button to have the member sign the agreements. To turn this setting off, navigate to Settings > Membership Types > View Division List > Edit the Division > Uncheck  'Require signature before completing membership.' > Save

If the membership requires billing details to be collected, or a payment to be made, the membership will look like this:


The criteria for completing a membership depends on how the type of membership has been configured to be paid for. See the How Member Pays section of the membership type's page, Settings >Membership Types > [edit]



 

In Person Payments - for a membership type that is paid in person to complete, some form of payment needs to be made against the first charge of the membership. When clicking [Save & Complete] the system will redirect you to the Point of Sale to make a payment. The full payment doesn't need to be made, only a partial payment of any amount. If you do not want to require members to make a payment before their membership starts working, navigate to Settings > Advanced Configuration > Make a Payment First

Integrated Billing - for a membership type that is paid through your integrated billing provider to complete, the member will need to be signed up with your billing provider. When clicking [Save & Complete] the system will redirect you to the member's Billing tab to create an account for this member with your billing provider. Depending on your billing provider, you will need the member's bank account or card details.
 


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