The Goal: Edit an existing membership application form so the questions and fields shown to prospective members match your association’s current needs.
Before You Begin:
- You need staff permissions to manage membership settings and application forms.
- Identify which application form you want to update before you start.
Step-by-Step Instructions
To make changes to an existing membership application:
Go to Memberships, Settings section, click Application Forms.
- Click the hyper-link for the application you wish to update.
- Make the desired changes.
- Click Done.
Common Pitfalls
- Forgetting to click Done: Changes are not saved until you click Done — navigating away first discards your edits.