Enrolling New Members in Aptify e-Business
A Company Administrator can enroll new members on the e-Business site. This feature is available on the Manage My Group landing page, and via the drop-down menu (as shown below).
The Enroll New Members page, only displays details for non-members (as stated at the top of the page). Company Administrators can select the person(s) they want to purchase memberships for, what type of membership, and specify each membership's individual auto-renewal status.
Complete the steps below to place a membership order:
- Select the Person you want to purchase a new Membership for by placing a check in the box to the left of their name.
- Select the type of Membership from the Select Product drop-down menu.
- By default, the Select Product drop-down menu only shows individual membership products; that is, membership products tied to a Member Type with DefaultType set to Persons.
- Select the Auto Renew option for each membership, by default auto-renewal is not selected.
- Click Proceed to Checkout to continue with the order.
- Verify the Order details and select Check Out.
- Confirm the Shipping Details, Order Summary and Items, select Next Step.
- Complete the Billing Information and Review, and then select Complete Order.
- Once the order has been completed successfully a confirmation screen will display with the Order Number.
This screen allows the Company Administrator to send email confirmations
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