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Reviewing or Approving Applicants

Em avatar
Written by Em
Updated over 3 weeks ago

Instructions

  1. Open the applicant’s profile.

  2. Click the pencil icon (edit) to update fields before approval.

  3. You can pre-fill details such as:

    • Joining Fee (if applicable)

    • Subscription Tier

    • Subscription Start Date

    • Promo Code (if applicable)

    • Expedite Link (optional) – a special signup URL that bypasses manual review when used

  4. After reviewing, click Approve.

    • This triggers an automated approval email to the applicant.

    • The applicant can then proceed through onboarding and payment.

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