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About Ideali
- What Is Ideali 1 min read
- Why Ideali Is Different 1 min read
- Who Can Use Ideali? 1 min read
- $0 Platform fees 1 min read
- Instant Payouts, Get Paid the Moment Your Donors Give 2 min read
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Getting started with Ideali
- Creating Your Ideali Account 1 min read
- Setting Up Your Organization Profile 1 min read
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Dashboard
- Navigating your Ideali dashboard 2 min read
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Campaign Management
- Creating a Donation Campaign 2 min read
- Using the AI description and banner generator 2 min read
- Customizing your thank you email 1 min read
- Managing your campaign after publishing 2 min read
- Share your campaign 2 min read
- Duplicating or Cloning your campaign 2 min read
- Managing Your Archived Campaigns List 2 min read
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Finances & Payments
- Setting Up Your Payment Account 1 min read
- Preset donation amounts, fixed & recurring 2 min read
- Viewing and filtering payments 2 min read
- Payment methods accepted on Ideali 1 min read
- Why payments fail and how to fix them 2 min read
- Managing Your Donors List 2 min read
- Managing Recurring Donations 2 min read
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Tap to pay
- What is Tap to Pay 2 min read
- Setting up Ideali Tap to Pay 2 min read
- Tap to Pay Trouble Shooting 3 min read
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Integration & Embeds
- Embedding Your Donation Campaign in WordPress 2 min read
- Connecting QuickBooks in Ideali 2 min read
- Connecting Constant Contact in Ideali 1 min read
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Account Management
- Sub Profiles to Manage Multiple Campaigns 2 min read
- Setting Up Roles & Users 3 min read
- Securing Your Ideali Account 2 min read
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Memberships
- Creating and Managing Membership Types 5 min read
- Managing Members Profiles 2 min read
- Reviewing Pending Membership 3 min read
- Membership Payments and Invoices 3 min read
- Building Custom Forms for Membership 3 min read
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Ideali for Donors
- Make a Donation Through Ideali 2 min read
- Optional donor tips 1 min read
- Make a Recurring Donation 1 min read
- Your Donation Receipt 2 min read
The Pending Approvals page lists all members who have signed up for a membership type with Requires Approval enabled. From here you can review each applicant’s details and approve or reject their membership.To access it, go to Membership in the left sidebar and click Pending Approvals.
Filtering Pending Approvals
Use the Filters panel at the top of the page to narrow down the list:
- Search — Search by name, email, or phone.
- Membership Types — Filter by a specific membership type, or view all.
- Membership Status — Filter by status, or view all.
Click Apply Filter to update the results, or Clear Filters to reset.

Pending Approvals List
The table displays the following information for each applicant:
- Member — The applicant’s name.
- Active Membership — The membership type they applied for.
- Membership Status — Shown as Pending Approval.
- Email — The applicant’s contact email.
- Membership Expiry — The date their membership will expire once approved.
Click the three dot menu under Actions next to any applicant and select View Detail to open their full Member Profile.
Reviewing a Member Profile
The Member Profile page gives you a complete view of the applicant, including their registration details, contact information, and membership history, so you can make an informed decision before approving or rejecting.
At the top of the page, you’ll see key details at a glance:
- Active Membership — The membership type the applicant signed up for.
- Status — Shown as Pending Approval.
- Applied On — The date and time the application was submitted.
- Expiry — The date the membership will expire once approved.
Profile and Contact
Displays the applicant’s core contact details, including Name, Email, and Phone.
Address
Displays the applicant’s address information, including Type (e.g. Home), Address Line 1, Address Line 2, City, State, Country, and Zip/Postal Code. Any fields not provided during registration will display as “Not provided.”
Membership History
Shows a record of the applicant’s membership, including the membership name, expiry date, and a link to the associated invoice number.
Custom Questions
If the membership type included custom questions during sign-up, the applicant’s individual responses are displayed here.
Approving or Rejecting an Applicant
From the Member Profile page, use the buttons in the top right corner to make a decision:
- Approve — Activates the membership and moves the member to your active members list.
- Reject — Declines the application and removes it from the pending list.
Click Back to Pending Approval at the top of the page to return to the full list without making a decision.



