Mike Davison
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68 votesMike Davison
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37 votes
Evgeny Zaritovskiy
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For now, this is not something we’re going to change – not sure if ever.
Workaround to use: create a special “entry” free level to apply to, and close “normal” ones for application. For the entry level, create also a dropdown field where a potential member can choose a level they want to apply to. Add other fields you need to assess the application. When application is successful, your admin is to change membership level to required one and generate membership invoice (membership upgrade invoice). The member will be emailed with the invoice and can pay.Mike Davison
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An error occurred while saving the comment Mike Davison
commented
Matthieu suggested a workaround:
Create a free member level that requires admin approval and allows a change to the paid member level. This level doesn't have access to member-only content. After we get the "free" application, we review them offline and then approve the free membership and tell them to change their level to the paid membership.
This is a reasonable workaround, except for a couple of WA bugs:
- Member level changes generate email notifications, but these notifications are not editable like all of the other notifications (new and renewed memberships). Also, the emails are only sent to the member, so admins won't get notified if they need to confirm a payment.
- Manual payment on member level changes doesn't behave the same way it does for new or renewed memberships. Instead of the payment confirmation button, admins have to edit a membership to change the status to active.
If these bugs were fixed, my wishlist item would be satisfied.
An error occurred while saving the comment Mike Davison
commented
I have a two-phased membership application process that is currently not supported in WA. Phase I - member applies and is interviewed to see if they meet my member criteria Phase II - member is approved and pays membership fees
I found out that I couldn't just post an annual membership application on the public part of my site because potential members could submit payment before I had decided if they were qualified to join.
WA suggested a "workaround" - I create 2 types of members; a "free" membership level that was open to the public with no fee, and an "annual" membership that is not open to the public with my annual fee ($250). I manually change the "free" members into "annual" members after I confirm their qualifications and set their renewal date to today's date.
This workaround is confusing because the email notifications and the payment screens are talking about "renewing" when this is a brand new member. It also distorts my membership renewal stats since all new members are "artificially" renewed.
WA already has the concept of a 2 phased membership approval. It just needs to give me the option to separate the initial application workflow from the payment workflow and allow me to initiate the payment workflow after I have verified the qualifications of a potential member.
I would expect that there are other member groups out there that need to review/evaluate applicants before they accept them as members - if you have this issue, please chime in.
I'd like the ability to format both the browse list and the profile page.
For fields like pictures, you could use the same approach that you do in event details (original size, small, medium, custom) and then just preview the page and make adjustments so it looks OK. Or, you could require photos to be a specific size - that way you could place it in the page layout knowing exactly how big it would be.
For the browser format, I want to show the photo, first and last name, company, and title. It would be good to have a thumbnail version of the photo for this list.