Membership pre-registrations through the public form

Anyone who wants to become a member fills in a public club form, without a Cantera account. Each request waits in an inbox for your decision, and nothing enters the club until you accept it.

Share the form

1. Open Club members and select "Share form".
2. Under "Form to share", check that "Club members" is selected.
3. Select "Copy" next to the "Form link" and send it however you like, or use the QR code: "Download PNG" saves the image and "Print poster" prepares a poster to put up.

What the form asks for

• "Member category": with two or more active categories, the person has to choose one; with only one, it is assigned without asking; with none, the section does not apply.
• "Personal information", "Personal document" and the "Photo". The photo and the document file are required.
• "Guardian", required when the date of birth shows a minor, with the same files. An adult can declare one too.

The form is protected against automated submissions, so it may ask for a quick check before "Submit pre-registration". A club in read-only mode does not take new pre-registrations, and without the Membership module active the form is closed: the link shows page not found.

Review pre-registrations

1. In Club members, select "Pre-registrations". The number next to it counts those still to be decided.
2. The inbox lists each request with the status "Pending", "Accepted" or "Declined". Filter by "Status", "Birth year" or the dates "Submitted from" and "Submitted to".
3. Open a pre-registration to see all the details and the files sent.

The inbox and the pre-registrations open with the "Members" permission; "Accept", "Decline" and "Delete" only appear with full access.

Accept

1. On the pre-registration, select "Accept".
2. In "Person information", check the details. They come from the form; only correct what you need to.
3. In "Member record", confirm the "Member number" (the next free one is filled in), the "Category" (the one from the form), the "Join date" (today) and the "Year" of the first registration. The category list only shows active categories.
4. If there is a "Guardian", choose the "Relationship" and then "Create the one from the submission", to create the guardian from the form details, or "Link another club member". If you accept for a person who already exists and already has a guardian, "Use one they already have" also appears.
5. Select "Accept".

Accepting creates the person in the club, with a member record in the "Active" status and the year's registration in the chosen category. The document sent moves to the person's record and, for a new person, so does the photo. The member's record opens next. Whoever submitted the form gets no email, and dues are not launched automatically.

Reject or delete

• "Reject" marks the request as "Declined". You can write a "Reason (optional)", which is kept on the pre-registration. Whoever submitted it gets no email.
• "Delete" removes the pre-registration for good, with no way to undo it. On a pending or declined pre-registration, it also deletes the files sent; on an accepted one, the person and the member record stay in the club.