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The Membership Workflow Manager on the Glue Up Manager App enables admins to handle membership applications and renewals on the go. The Workflow Manager offers a range of convenient actions, including adding offline payments, declining applications, changing owners, and resending payment notices.
Workflow Manager
- Access the Workflow Manager by tapping the Memberships button in the bottom section of the app and then tap on Membership Applications or Membership Renewals to access the pipelines.
- Use the dropdown in the top-left corner of the app to switch between different stages of the application or renewal process effortlessly.
Membership Workflow Manager Actions
You can tap an application to view its details. The Application/Renewal Details screen provides a centralized view for managing membership applications and renewals. Here, admins can access key member information—such as name, membership type, application date, and current status—while performing quick actions like declining applications, resending notices, or adding payments.
Swipe left on an application to access quick actions like declining or resending notices.
Manage memberships with these on-the-go actions:
- Add Offline Payments: Record payments received outside the platform.
- Decline Applications: Reject an application with a single tap.
- Change Owners: Reassign application ownership as needed.
- Resend Payment Notices: Remind members of pending payments.
