Pending Registration Set Up: Two forms, only one using pending

This type of set up will be where the organisation chooses to use two different forms to register members, where one form has all the member types that utilise Pending Registrations while the other form has the member types that don't require Pending Registrations.

Form 1 - Using Pending Registrations

1. Log into your organisation.

2. Go to Products & Forms.

3. Click Create New Form. This form will be your first form, where the members registering to this form will be using the pending status.

4. Input the name of the registration form.

5. Under the Basic Settings tab, set the ''exclude pending registrations for this form?'' to ''NO'' - however this should already be automatically defaulted to this option.

6. Add all the member types needed for this form that require the pending status.

7. You will see that these member types will have a click button with the option to ''exclude from pending''. As all member types within this form will be part of the pending process, keep this button as greyed out.

NOTE: The greyed out button means that these members types will be set to pending once a member registers.

For example, using the above member types as an example, as these two member types are set to pending, this means that members who register as a player and/or coach will be sitting in the pending tab within the member list waiting for your approval.

8. Select what organisations the form is available to.

9. Complete the rest of the registration form set up including, products and questions.

Note: in relation to the products section be sure that these products have the same member types as your form does.


Form 2 - Not using Pending Registrations

1. Log into your organisation.

2. Go to Products & Forms.

3. Click Create New Form. This form will be your second form, where the members registering to this form will not go through the Pending Registration process

4. Input the name of the registration form.

5. Under the Basic Settings tab, set the ''exclude pending registrations for this form?'' to ''YES''.


6. Add all the member types needed for this form that DO NOT require the pending status.


NOTE: you will notice that the member types do not have the pending on/off button, which means that the member registering to this form will be registering as per normal and once registered will appear active and financial in the member list automatically.

7. Select what organisations the form is available to.

9. Complete the rest of the registration form set up including, products and questions.

Note: in relation to the products section be sure that these products have the same member types as your form does.