Create an applicant profile once they have submitted an application

Click the template button to add a new member

Drag the page New Member Name into the Applied section

Click on the page to update their details throughout the process

Drag and drop through each step of the application process and check off the tasks within the page as you complete them

When they have completed their orientation, drag and drop their page into the Membership Management table

Make updates to the physical Membership board in the dining room so all members are aware, too

Update Member Management when they move out to Alumni or Associate Member. Don't forget to complete the move-out tasks on the individual member page.