Similar to how new members can sign up for membership on the Join page, current prospects and non-members in your system can also accomplish this from within their Member Compass. 

In this Article:

Once users are logged into to the website, they can join directly from their Member Compass by clicking the "Interested In A Membership? Join Now!" message.

For trade associations, anyone in the family tree is permitted to sign up their non-member or prospect company up for membership.

If non-member account sign-up is enabled and an individual creating a new user account selects a parent company record in a status of prospect with no existing staff members with management access, they will be added as the Primary Contact upon approval of their new user account. They will then have the option to join on behalf of the company from the Member Compass when ready.

Users can search for their parent company using either the company name or its designated Alias if admins have listed an Alias on the record. For instance, the University of Georgia may have an Alias value of UGA, meaning users searching either the University of Georgia or UGA will be shown the University of Georgia record.

Once users click Join Now from the Member Compass, they are taken through the following three steps:

This section allows the new member to select the member type that best applies to them. Only member types set to show on the frontend appear here unless the applying member is a prospect currently in a "hidden" member type.

They will also only see member types that apply to their current setup situation. 

For example, if John Smith is the primary contact of non-member ABC Company, John Smith will be able to sign the company up for membership. John Smith cannot, however, sign himself into an individual member type (unless John himself was a prospect in an Individual member type)

The user will then be prompted to fill out the applicable Key Information fields that you have decided needs to be asked of them.

After the user fills out the appropriate information, they are then asked to checkout for the membership renewal. The system will check the member type settings to determine dues amounts, product add-ons, etc., and present the user with payment options (as applicable).

If you have any member types with seat-based dues, the frontend experience is slightly different once they get to the checkout cart. Be sure to check out step #4 in this related help article: Company Membership with Seat-Based Dues: Member Experience on the Frontend

Once checkout was successful, the member will be asked to confirm their user account email address. Learn more about this security measure.

After confirming their email address they will land in their Member Compass and see a success message in a green box. This will be located at the top of the page, as pictured below.

If member type requires approval:

If member type does not require approval:

If a non-member begins the process of filling out a member application but does not complete the application, the incomplete application is stored in the non-member's Member Compass. When the non-member logs in again, they are given two links where they can resume their application.

Non-members can access their incomplete application directly in their Member Compass after signing in.