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Account and Member Status Definitions
Account and Member Status Definitions
Updated over a week ago

Accounts and members have different Status settings. Here are some things to know about them:

  • Statuses other than Active cannot log in to the system or receive emails.

  • Recurring fees are only generated when the account and member are active.

  • Non-active accounts and members will not appear in reporting.

  • Charges and late fees are still generated for non-active accounts with a balance owed.

  • If an Account is set for Auto Pay and is inactive, it will not charge the credit card or ACH account on the 1st of the month.

The statuses are as follows:

  • Lead Generation — When a new user signs in with their account, the system will check to see if they belong to the organization. If they do not have an account, one will be created for them and kept in a limited-access state until an admin grants full activation.

  • Waiting for Approval — Newly registered accounts get created with this status until you approve and assign them.

  • *Active — Those set up for AutoPay will have their credit card or ACH account charged on the 1st (or whatever your monthly billing date is) when a balance is owed in the Account.

  • Suspended — Generally used for members who have temporarily left the organization and may return. Once registration is closed, some organizations set Members who didn't register to Suspended.

  • Canceled/Hidden — Used for members you know have permanently left the organization. They do not appear in any searches except those explicitly set to Canceled/Hidden.

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