Online Membership Enrollments can be done by the public via the RecDesk Community portal.
You will first need your Memberships tab activated on your Community portal if it is not already activated. Send an email to firstname.lastname@example.org requesting the activation.
The Online Enrollment and Show on Portal options must me checked for the Membership definition in RecDesk Director. Note: If Enrollment Begin Date and/or Enrollment End Date are entered, online membership enrollments will only be available during that time period.
Note on Default Membership Durations - ** IMPORTANT CONSIDERATION **:
- When a customer enrolls in a Membership online, the duration/time period of the membership is automatically set to whatever you have designated to be the Default Membership Duration for that particular membership - see Creating and Modifying Membership Definitions. This cannot be overriden by the customer as it can be in-house via RecDesk Director. This will need to be taken into consideration as you set up Memberships that will be available for online enrollement.
RecDesk Community Portal Workflow - Customer Perspective
Members of the public can enroll in a membership by following this basic workflow:
Login to RecDesk or Create Account
Click on the Memberships tab
Click the Enroll button for the Membership
Choose a Fee Type from the drop down list
Membership Start Date and Membership End Date:
- For Open or Ongoing Memberships, Membership Start Date is the current date and Membership End Date is calculated based on the Default Membership Duration.
-ForDefinitive Start and End Date Memberships, Membership Start Date is the current date or the Begin Date of the Membership, whichever is later. The Membership End Date is calculated based on the Default Membership Duration. However, if the End Date of the Membership precedes the date calculated, the Membership End Date is the End Date of the Membership.
Optionally add a Note
Click the Add Household Member to Membership button
Choose the family member from the Select Family Member drop down list
Add additional family members by clicking the Add Household Member to Membership button and choose each family member if the Fee Type allows multiple people