Online Membership Enrollments can be done by the public via the RecDesk Community portal.

 

Prerequisites:

 

 

 

 

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:

 

 

 

 

 

 

- For Open or Ongoing Memberships, Membership Start Date is the current date and Membership End Date is calculated based on the Default Membership Duration.

 

- For Definitive 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.