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  • Each Chapter has their own unique URL Membership Application portal that is to be shared with their prospects. Each prospect can create a profile to complete and submit their application.

    • See Chapter Intake Season

  • Chapter membership applications are not available to chapter prospects until the chapter Planning Document has been approved.

    • See submitting a Planning Document.

  • The membership application is made up of sections. A section is made up of 1 or more questions that the prospect must answer before the application can be submitted.

    • Personal Information

    • Bio

    • Classification

    • Reason Non Undergraduate (if Graduate Application)

    • Education

    • Employment

    • Greek Relationships

    • References

    • Required Documents

  • Each membership application will have a status

    • Application Not Started - Prospect has created a profile but has not started an application

    • Application In Progress - Prospect has started an application.

    • Application Submitted - Prospect submitted an application.

    • Application Denied - Prospect application reviewed and denied membership.

    • Interview In Progress - Prospect has been invited to an Interview.

    • Membership Deferred - Prospect has been deferred membership after interview.

    • Membership Accepted - Prospect selected for membership.

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National Intake Season “Membership Application” Step

The National Admin is responsible for what sections of information collected will be on the Membership Application.

Sections can be added and removed from the application by checking or un checking the Active column check box. See screen shot below:

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Required Documents Section

This section is used to collect documents like Drivers License, Resume, Voter registration card etc. The organization can add as many documents as necessary according to the organization policy.

  • Checking or unchecking the document name will make the required document Active or Inactive on the membership application. See screen shot below.

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  • Creating new Document Requirements to be added to the membership application must be done by navigating to Settings > and clicking on the “Membership Application” Link.

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  • Then click the “Required Documents” Tab at the top then click the “Add Document” button to add a new required Document to the application. You can also delete and edit the document name here as well. See Screen shot Below.

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Custom Sections

If there are additional sections needed to be added to the application then the National Admin can create a new “Custom Section”. A section consists of 1 or more questions that the prospect will be required to answer.

Create New Custom Section by navigating to Settings > and clicking on the “Membership Application” link

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Click the “Add Section” button to create a custom Section.

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Give the section a name and a section order. Section order is the order in which each section is displayed to the prospect. When done click the “Create” button.

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Find the new section in the list and click the “Questions” icon button to display the questions for the section.

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Click the “Add Question” Button to add a question to the section.

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