Workflow Library
Membership Application Form
This workflow is pre-built in the GHL Master Snapshot. Do not build it from scratch. Deployment steps are managed via the client's ClickUp task list.
Overview
The Membership Application Form is a formal, detailed form used by prospective members to apply for membership. It is distinct from the Membership Enquiry Form — by this point, the person has decided they want to join. Submitting this form does not trigger the new member onboarding sequence. A board or committee must approve the application first.
When to deploy: Phase 2 — when the client wants to accept digital applications.
Client Variables
| What to confirm | Notes |
|---|---|
| Membership categories | Full list for the dropdown |
| Proposer/seconder fields | Does this club require a proposer and/or seconder? |
| T&Cs text | Client must supply their membership terms and conditions |
| Who receives the staff alert | Membership manager's email address |
| Which pipeline stage for applications | Does the client have a dedicated "Application Received" stage? |
| CDH number — required or optional | Confirm with client |
QA Checklist
- Submit a complete test application using a dummy email address
- Confirm all fields are captured on the contact record, including custom fields
- Confirm
application_submittedandsource_websitetags applied - Confirm contact lands in the correct pipeline stage
- Confirm staff alert fires to membership manager with full application details
- Confirm applicant confirmation email arrives
- Test the T&Cs checkbox — form must not submit without it ticked
- Submit with an existing contact's email — confirm update, not duplication