Bundle Administrator Help

Adding Members to a Bundle

Editing Bundle Member Information

Removing a Bundle Member

Renewing a Membership Bundle

Adding members to a bundle

A site administrator can add members to a bundle, but generally, it is the responsibility of the bundle administrator.

A bundle administrator can add brand new site members to the bundle, or add existing non-member contacts. They cannot add an existing member – as identified by their email address – to their bundle.

To add members to a bundle as the bundle administrator, follow these steps:

1. Log into your WSAFM account.
2. Click your name or the View profile link to jump to your member profile.
   
3. Within the Bundle summary section of your Profile page, click the Add member button.
   
4. Complete the membership application form on behalf of the person you want to add as a bundle member.
5. Click Save.
6. The new bundle member's record now appears. To return to your profile, click the Return to bundle list and your own profile link.

New bundle members can have different join dates but will share a single renewal date. Depending on how your site administrator set up the bundle, there might be a limit on the number of members that can be added.

Editing bundle member information

The bundle administrator can modify a bundle member's profile from within the bundle administrator's profile. To modify a bundle member's profile, click the bundle member's name within the Bundle summary section of the bundle administrator's profile, then click the Edit profile button within the bundle member's profile.

Removing a bundle member

Only a site administrator – not a bundle administrator – can remove a member from a bundle, by assigning the bundle member to a non-bundle membership level.

A bundle administrator, however, can archive a bundle member, so that the member is no longer part of the bundle, but still remains part of the site's contact database (though as an inactive contact).

To archive a bundle member, follow these steps:

1. Log into your WSAFM site.
2. Click your name or the View profile link to jump to your member profile.
3. Within the Bundle summary section of your Profile page, click the name of the member you want to archive.
   
4. From the member's profile that appears, scroll down to the bottom and click the Archive button.
   
5. You can now click the Return to bundle list and your own profile link to return to your member profile.

Renewing a membership bundle

All bundle members share the same renewal date. While bundle members may also receive renewal reminders and renewal notifications, only the bundle administrator can actually renew on behalf of the entire bundle.

A renewal reminder will be emailed to the bundle administrator a certain number of days before the membership renewal date. The renewal reminder may include a link you can click to log into your Wild Apricot account.

Depending on the renewal options your site administrator chose when setting up the bundle, you may also receive an invoice for the membership fee. The invoice email may include a link you can click to view and pay the invoice without logging in.

You can also renew your membership from your member profile on your Wild Apricot site. To access your member profile, log into your Wild Apricot site and click your name or the View profile link . From your member profile, click the Renew button on your Profile page.

After you click the Renew button, you can review and update your membership details, then click the Update and next button. Then, you click the Confirm button to confirm the renewal request. You will be taken to the Invoices and payments page where you can pay for the invoice for the renewal. The membership fee is payable by the bundle administrator on behalf of the entire bundle.

Once the bundle is renewed, renewal notifications are sent to individual bundle members.