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→Create Member
== Onboarding ==
== Onboarding ==
=== Create Member ===
=== Create Member ===
* 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.
* An RT ticket is generated automatically when a new member signs up through the website. This will be in the form of an email from PayPal with subject line "'You have a new automatic payment profile for XXX'"
* Search the [https://members.pumpingstationone.org/mm/people/ 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. Additionally, if a PayPal subscription becomes suspended, given our current PayPal product, it appears that we can reactivate the profile, but that is not the case. Only with PayPal Pro can we manipulate (other than cancel) the member's PayPal subscription. If the member follows the procedure outlined in the suspended subscription email, then they will create a new subscription. In this case, we need to both reactivate the original member profile, and resolve the suspended RT ticket sitting in the deathrow queue.
** 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 due dates of the ongoing subscription.
* Search the [https://members.pumpingstationone.org/mm/people/ 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.
** Additionally, if a PayPal subscription becomes suspended, given our current PayPal product, it appears that we can reactivate the profile, but that is not the case. Only with PayPal Pro can we manipulate (other than cancel) the member's PayPal subscription. If the member follows the procedure outlined in the suspended subscription email, then they will create a new subscription. In this case, we need to both reactivate the original member profile, and resolve the suspended RT ticket sitting in the deathrow queue.
If a profile is found then:
If an existing profile is found then:
* Go to https://members.pumpingstationone.org/mm/member_list/ and change the Membership start date to the date of the new subscription
* Go to https://members.pumpingstationone.org/mm/member_list/ and change the Membership start date to the date of the new subscription
* Resolve the pending ticket(s) in Member Payments:deathrow if any
* Resolve the pending ticket(s) in Member Payments:deathrow if any
** Most new members will not have a ticket in deathrow. This would only occur if the member started a new membership to resolve a suspended subscription.
If no existing profile is found on the member's site:
* 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
* 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)
* 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)