4. 'Membership Management'

Introduction to the Member Management section.

Looking at your Past Members and examples of how it can be useful.

Looking at your current members, copying their email addresses to send out Summons, downloading a member list, checking a specific members details and amending their contact information or membership status (e.g. marking them as having resigned).

How to apply for a Degree by Request to ask another Lodge to complete a Passing or Raising for one of your members.

How to add an Enquirer, to begin the process of a new Initiate, Joiner etc.

Explanation of the Online Registration Form, that is the online form that replaced the Form M / From P.

How to add a Proposer and Seconder, asking them to "sign" a registration form for a new member.

Demonstration of the approval process a Proposer and Seconder would complete to approve a prospective member.

How to check the progress of approvals and how to resend emails to approvers if they have missed them.

Demonstration of the approval process a WM / MEZ must complete to approve a prospective member, including Rule 160.

Explanation of completed prospective member process and next steps to add them to an agenda.

Adding a Candidate to an Agenda to be Proposed, and then Ballot and Initiate.