Kavi® Members Help

Chapter 119. Configure Global Membership Application Options

Overview

Use the Configure Global Membership Application Options tool to set text to be displayed on pages listing available membership types and linking to application forms. If Kavi® Billing is installed, this tool is also used to configure the membership application and renewal processes.

Use the Configure Global Membership Application Options tool to:

Configure the membership application and renewal processes for sites where Kavi® Billing is installed.

Set the text to be displayed at the top of the 'Company Memberships' and 'Individual Memberships' pages for all sites.

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How to use the Configure Global Membership Application Options tool

Configure

Global Process

These options will be displayed if Kavi Billing is installed. Set the order in which billing and moderation are to occur, then specify whether the membership process is to be gated on payment of the bill or not.

New Membership Application Process

Use this option to set whether billing or moderation occurs first in the new membership workflow. Select 'Issue a bill, then moderate membership' if new membership applications should be billed first, then moderated; or select 'Moderate membership, then issue a bill' if new membership applications should be moderated first, then billed.

Membership Renewal Process

Use this option to set whether billing or moderation occurs first in the membership renewal workflow. Select 'Issue a bill, then moderate membership' if membership renewal applications should be billed first, then moderated; or select 'Moderate membership, then issue a bill' if membership renewal applications should be moderated first, then billed.

Billing Options — Wait for Bills to Be Paid

Select whether nonpayment of a bill will keep a membership from being approved or not. Set this option to 'Bill must be paid in order for the membership process to proceed' if membership is to be gated on bill payment; or, if not, set this option to 'Membership will move through the billing state even if membership bills are not paid.'

Text

Enter the content to be displayed at the top of the 'Company Memberships' and 'Individual Memberships' pages as plain text or HTML. Variables will be replaced by the appropriate value when the text is rendered.

Done

You've just configured the global application and renewal options for this organization. Your new settings will be implemented immediately!

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