How to use Join Button for Manual Join or Reinstate Process

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Step-by-step guide

Select Contacts Item
To create a new Contact, select New
At a minimum, name and email address are required
Can add all contact information, if available or at at the end of Join button process
Select Join Button (to manually create a membership)
Provide data requested in Join Button Forms
Once complete will see Sales Order amounts
Save
Return to Contact Item
Close the Open Sales Order
Process Payment
Review Contact Data Fields
Should see data for Membership Type, Status, Receipt Lines, Sales Order, and Badges
To Reinstate, locate contact record
Update any data fields as needed
Beginning with Step 5 - Select Join Button - complete same procedures for creating a membership

Create a New Contact

At a minimum, add name, email, and phone to new contact

Select Join Button and complete Join Button data fields

View Sales Order Created

Close Sales Order and Process Payment

Review Membership data fields

To manually Reinstate a membership

Locate Terminated contact record

Update with any available information

Select Join Button and continue with Step 5 above