Reviewing Pending Membership

Learn how to review pending membership applications, check applicant details and registration responses, and approve or reject sign-ups that require approval.

3 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
List of Members awaiting approvals

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.

Member Details for Approval
Details of members awaiting approval
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