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CM Hub: Add a Child for a Member

How to add a child for a member by using the Add a Life Event action in the CM Hub.

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Written by Niloma Kolay

Usage

With the member's permission, add a child for a member using the Add a Life Event function of the CM Hub.

Platform

Chapter Management Hub


Watch the video


Steps

Go to CM Hub > Membership module > Chapter Roster

1. Click on Membership or Manage to navigate to the Membership module in the CM Hub.

2. On the Membership module, select the Chapter Roster tab. Stay on the Select a View for Total Members.

Use the action Add Life Event

3. Locate the member using the search function, and use the quick dropdown arrow next to the member's name, and click on Add Life Event.

4. On the page that opens, select Add to Family and click Update Household.

Update child information

5. In the window that opens, select Child.

6. Fill in the details for the child.

7. Click Next.


Things to know

  • Members can also update this information via their YPO Connect profile.

  • Before adding or removing a member's information, chapter managers should get the member's permission.

  • To add multiple children, complete these steps for each child.


How to get help

Reach out to your regional manager (RM) or email [email protected].

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