Member Management

Member Onboarding

• RT ticket generated automatically when a new member signs up through the website. Occasionally a member comes to us in person and signs up, typically to pay by cash and in that case, we don't really have the best system in place to manage that ongoing subscription.
• Search the member site for an existing profile using <bold>both</both> the PayPal email address and the name found in the RT ticket. Doing both searches is important as someone may have changed their name, for example in the case of marriage. The PayPal payment email might also have changed and in this case, the RT ticket that is generated appears otherwise indistinguishable from a new subscription.

If a profile is found then:

• Go to https://members.pumpingstationone.org/mm/member_list/ and

otherwise create a new profile:

• click on the "+ Person" button to create a new profile. If this new page is not saved, the contents will be discarded and no new record will be created in the backend database
• Enter the First and Last name of the member - PayPal will provide this in registration email, however frequently member's use a Paypal account used for a business and so the name field might not be accurate (someone may gift a membership or otherwise pay on someone else's behalf)
• copy the PayPal email address to both the "Email" and "PayPal Email" fields
• the membership start date will default to the current date, but set it to a more appropriate date if needed ( historically prior to July 16, this is usually set to the subscription signup date to simplify the member leaving process )
• save the recod and send the welcome email to the new member by clicking "Email"->Welcom to PS:One!"
• mark the ticket resolved, no need to move it to any other queues