Member Management Team: Difference between revisions
From Pumping Station One
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→Create Member: note about ID check before sending door code |
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* Copy the PayPal email address to both the "Email" and "PayPal Email" fields | * Copy the PayPal email address to both the "Email" and "PayPal Email" fields | ||
* The membership start date will default to the current date, but set it to a more appropriate date if needed ( historically prior to July 16, this is usually set to the subscription signup date to simplify the member leaving process ) | * The membership start date will default to the current date, but set it to a more appropriate date if needed ( historically prior to July 16, this is usually set to the subscription signup date to simplify the member leaving process ) | ||
* Save the record | * Save the record. | ||
* Send the welcome email to the new member by clicking "Email"->Welcome to PS:One!" | |||
* Do not send the PS:One Door Code email until the member's ID has been checked by two board members. | |||
* Mark the ticket resolved, no need to move it to any other queues | * Mark the ticket resolved, no need to move it to any other queues | ||
* Quickbooks automatically creates new Quickbooks member profiles (different from the member's site), when importing transactions through the PayPal app | * Quickbooks automatically creates new Quickbooks member profiles (different from the member's site), when importing transactions through the PayPal app | ||
