Upgrading a Guest to a Member

Members and Guests have differing requirements in terms of what data they provide on sign up, so in order to transition a Guest to an Applicant (and onward to probation or full membership) they'll need to "Fill in the blanks" so to speak and complete their profile.

Who can start the process of upgrading depends on how you've configured your membership sign up settings.

1. If you have switched ON invite-only sign ups, an admin will have to invite the user to upgrade their account.

2. If invite-only sign ups are switched OFF, any Guest can apply for full membership themselves at any time. You can still send them an invite to apply as a reminder in either case.

Invite Only

1. Go to People > Users

2. Find the guest you want to invite and open their profile

3. Tap "Actions" in the top right

4. You should see an event called "Invite to Upgrade", tap it to proceed

The Invite to Upgrade Workflow Action

At this point two things will happen:

1. The user is sent an email inviting them to complete the missing information with a link

2. On the user's dashboard, a link also appears

Once the guest complete the application form, they will become an applicant just like any other user, except all their previous history, bookings and information will be preserved. You should process their application from this point like any other.