Signup Procedures

How to sign up a new member:

Welcome

(don't forget to get training)

Paperwork

(two sheets)

Key

Key in and read key code off events log If you can't read it off events log - read off the key. Read two top left characters, the bottom characters, and skip the two top right characters.

Beanstream

• Log in
• Processing>recurring billing
• Add account
• Let member enter all data except amount.
  • Make sure HST hasn't been disabled.
• The 'Card Owner' field should be the same as the card owner in Diyode member account.
• Can change billing state to 'on hold' and 'closed' if members leave or go on vacation

Member list

• Log in as admin
• Member List>Add new member
• Let the member fill as many fields as they can - we need to add key code and payment info
  • Key in and read the failed key code off the events log https://www.diyode.com/member/events.php
• Use credit card name exactly in order to make sure payments are linked to beanstream
• Add picture if at all possible! We're going to make this mandatory