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Navigating the Applicants Directory

This guide explains how to navigate the directory and review application statuses

Written by Em

Overview

This guide explains how to navigate the Applicants directory, review application statuses, and manually add new applicants from the Admin dashboard. Intercom


1. Access the Applicants Directory

  • In the Admin sidebar, go to Users → Applicants.

  • You’ll see a list of everyone who has started or submitted an application.

  • At the top you’ll find:

    • Total count – the number of applicant records.

    • Search bar – to look up an applicant by name or email.

    • Filters including:

      • Types: All, Most Recent Applications, Newest Members

      • Regions: filter by location (if configured)

      • Status: Incomplete, Awaiting Review, Approved, Rejected, Waiting List, Form


2. Viewing Applicants

  • Each row in the table shows:

    • Name – applicant’s full name.

    • Status – current application stage.

    • Membership – chosen plan or type (where applicable).

    • Email – applicant’s registered email address.

    • Onboarding (BETA) – shows progress through onboarding steps

    • Submitted – date when the application was started or submitted.

  • Click on the applicant’s Name to open their profile, review details, update fields, or approve/reject.

Onboarding steps are currently supported for applications started on or after December 12, 2025. Learn more →

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