1. New Member Application
Was payment completed?
Manual intervention needed if pay by check option is selected N Y
Applicant receives confirmation and log in information
Decision to join
Click on “Join Us” link at
Application form opens. Applicant enters information online.
Does applicant affirm meeting criteria?
Payment window opens to pay online.
Applicant directed back to ?
Criteria:
TFM taken and agrees to use ToP methods appropriately
Need steps to “fix” gap.
Alert bookkeeper to watch for check. Set status to inactive until payment arrives