CAPTURECAPTURE Team
Workflow Library

Internal New Member 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 Internal New Member Form is filled in by staff — not the new member — once a membership application has been approved by the board or committee. Submitting this form is what triggers the automated new member onboarding sequence. It is never embedded on the club website.

When to deploy: Phase 2 — deploy alongside the New Member Onboarding Sequence.

Client Variables

What to confirmNotes
Who submits this formMembership manager or GM typically
Membership categoriesMust match the Application Form options
Start date fieldDoes the club want to capture a formal membership start date?

QA Checklist

  • Submit a test entry using a dummy contact
  • Confirm new_member tag is applied
  • Confirm the New Member Onboarding Sequence fires
  • Confirm the contact is moved to the correct pipeline stage
  • Confirm the form is not accessible publicly (internal use only)

Master Workflow

Open in GHL

Membership Application Form

Full digital application form for prospective members at the pre-board-approval stage.

New Member Onboarding Sequence

Automated email sequence welcoming new members and getting them set up. Triggered by the Internal New Member Form.

On this page

OverviewClient VariablesQA ChecklistMaster Workflow