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→Member Onboarding
== Member Onboarding ==
== 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.
* 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.
* Search the member site for an existing profile using '''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:
If a profile is found then:
* copy the PayPal email address to both the "Email" and "PayPal Email" fields
* 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 )
* 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!"
* save the record and send the welcome email to the new member by clicking "Email"->Welcome to PS:One!"
* mark the ticket resolved, no need to move it to any other queues
* mark the ticket resolved, no need to move it to any other queues