How do I approve or refuse a membership request?

Membership requests are handled in Manage the club > Members > the relevant season, In progress tab. Tap a request, check the details and the payment, then tap Valid the request or Refuse the request. The member is notified by push notification and email.

This page is available to the club’s managers and membership managers, who also receive a notification and an email for every new request.

Open a season’s member list

1. From the club’s home page, tap Manage the club.
2. In the Members section, tap the Members line of the season you want (its dates are shown underneath). You can also tap the Members tile of the dashboard.

The page has three tabs, each with its head count:

• In progress: requests pending approval;
• Valid: approved memberships;
• Not up to date: club members who are not registered for this season.

Review a request

Tap a member to open their file. It has three tabs:

• Information: contact details, personal details and address, plus the payment status (“Membership is paid.” or “Membership is not yet paid.”);
• Payment: the Method (Online (CB), Bank check or Bank transfer) and the Amount;
• Form: all the answers to the membership form, including uploaded files.

Approve a request

1. Open the request from the In progress tab.
2. Check the payment in the Payment tab. For a cheque or a bank transfer, make sure you have received it (the transfer carries the code given to the member).
3. Tap Valid the request.
4. If the membership is not yet marked as paid, a message warns that approving it will automatically mark it as paid. Confirm with OK.

When you approve a request, the app:

• moves the membership to the Valid tab and shows “Membership validated by” with your name and the date;
• generates a PDF invoice and emails it to the member, along with a congratulations notification;
• records a “Membership” income with the invoice in the club’s bookkeeping.

Refuse a request

1. Open the request and tap Refuse the request.
2. If the member paid online, switch on Refund membership? to request a refund.
3. In Explain the reason for refusal, write the message for the member.
4. Tap Send.

The member receives a notification and an email with the reason. The request disappears from the list and the member can send a new one.

Remove an approved member

Open the member in the Valid tab and tap Delete. Two choices are offered:

• Remove access: the member loses access to the club in the app, but their membership stays recorded for the season;
• Remove membership completely: the membership is deleted and the member no longer appears in the list; if they have no other approved membership for the season, they also lose access to the club.

In both cases, the person also loses any manager or membership manager role.

Handle “Not up to date” members

Members who have not renewed remain club members and keep their access. From the Not up to date tab:

• Invite (action bar) sends them an invitation to join the season;
• tapping a member then Delete removes their access to the club.

Export the list

The Export (Excel) button in the action bar downloads the season’s full list. See How do I export the member list to Excel?.