Require approval for membership subscriptions

For any membership plan you can require manual approval of subscriptions. This allows you to manually review applications before they are accepted.

To require approval, edit the membership plan and select Requires administrator approval.

When selected, the subscription process will work in the way described below.

Application

1. Visitors to your website will see an Apply now button instead of a Join now button.
2. Visitors complete the application form and are also encouraged to set up a user account if they don't have one already.
3. The visitor is added as a contact to your contact database.
4. A membership subscription is created but remains in a Pending state.

The following emails are sent:

• Email to the contact explaining that their subscription is pending approval.
• Email to the contact asking them to confirm their email address to complete the user account setup process (if they set up a user account during the application process).
• Email to Administrators with a link to the contact record.

Approval

• Locate the pending subscription and use the action menu to Approve it. Alternatively you can Cancel the subscription.
• On approval, an email is sent to the contact confirming that the subscription has been approved.

The email wording and subscription behaviour will then vary depending on the payment method.

See: Understand the status of a membership subscription

Payment

Depending on the payment method, following approval the contact may need to arrange payment. The steps required depend on the payment method.