Approve portal sign-ups

A member can make their own login from the sign-in page. Until the office approves it, they can sign in but cannot book courts or see their membership and invoices: their home page says the account is waiting for approval by the club office. Approving gives them their member pages.

Before you start

You need to be able to add and change members. The Administrator, Head Coach and Casual Staff roles can by default.

Approve or reject a sign-up

1. Open Club › > Members › > Portal sign-ups. The Pending tab lists people waiting, newest first. The number on the tab is how many there are.
2. Each line shows the person's name and email address, their member number and status (or No membership on file), and when they asked.
3. Press the name to open their page if you need to check who they are.
4. Press Approve, or Reject. A message says, for example, Harriet Example approved, and they move to that tab.

The Approved and Rejected tabs list the others. A rejected sign-up can be approved later from its tab, and an approved one rejected.

How a sign-up finds its member

When someone makes a login with an email address that is on a member's record, the login is linked to that record. That is why it shows their member number and status here. A sign-up showing No membership on file matched no record, so Sports Club OS made a new contact for them. They may be a member under another email address, or not a member at all.

If they are a member under another address, someone who manages users can tie their login to the right record: on Admin › > Users, open the login, and under Member record press Unlink, then search for the member and choose them. A login linked there is approved at once. The new contact made at sign-up can then be deleted.

Approving on the member's record

The same choice is on the person's record: Edit details, the Membership tab, under Member portal: Pending, Approved or Rejected. Press Save changes after choosing.