Usage
If the officer has approved the transfer request, and the member has selected a start date other than 1 July, the chapter manager will receive an email notification to verify and submit for finalization of chapter dues and the start date via the Chapter Management Hub.
Platform
Chapter Management Hub (CM Hub)
Watch the video
Steps
Navigate to the Membership module in the CM Hub
1. Click on Membership or Manage to navigate to the Membership module in the CM Hub.
Filter for members waiting for dues and start date finalization
2. Go to the Members Joining tab.
3. Use the Select a View function to select Finalize Member Start Date/Chapter Dues.
Submit for finalization
4. Locate the member and use the dropdown arrow next to their name and select Submit for Finalization.
5. In the window that opens, click on the pencil icon and Modify Start Date if applicable.
6. Click on the pencil icons next to the chapter dues amounts to update chapter dues if applicable.
7. Click Finalize.
After this step, once the member pays their dues, the member will be added to the chapter roster by YPO on their start date. Until then you can track the member under the Members Joining tab, list view Members Finalized Awaiting Start Date.
Things to note
If the officer has rejected the member transfer request in the previous step, YPO will help the member find a new chapter. For rejected requests, this step will not be triggered, and no further action will be needed from the chapter.
When members choose 1 July as the start date in the Chapter Membership Portal, the process will skip this step and no further action is needed from the chapter. Instead, the system will add the chapter dues to the member’s YPO renewal opportunity during renewals, and the member will appear on the chapter roster after 1 July.
View previous steps
How to find help
Email [email protected] if you need support with this step.