Application for Joint Membership: Both Members Apply with One Application
The process for applying for joint membership does not work well. The administrator completes the application, but there is nowhere for that person to add their partner or spouse at the time of application. After the main member has been approved, it is near impossible to get that member to add their spouse after the fact, even after I send a personal email asking them to do so. It would be so much more effective to have them add the partner at the same time and have check boxes for items that are the same, like the same address or home phone so they don't have to repeat those entries. We would prefer to approve both members at the same time. Thx.
Paula Grunthaner commented
I fully support this recommendation. We are in the process of switching from individual to bundled memberships and I cannot believe how awkward the membership application process has become. It is not only difficult for the new bundle admin to remember (or care) to return to add their co-member, but it also tedious for the membership admin to manually add a membership bundle and then go add a contact to add to the bundle (usually the admin has to go back and search for the recently created membership bundle). Perhaps when the admin selects the "add member" button on the bundled membership, WA could direct them to a linked profile to complete instead of directing them to a pop-up to select a contact.