YPO - Chapters & Regions

Niloma Kolay

Shelva Suggs

Guides for renewals, managing contact details and process chapter membership portal requests.

Membership 

The Renewal Projection Report will have all specific renewal details for chapters.

CM Hub: View Renewal Projection Report

Sometimes members need help finding their renewal invoice! CMs can access this through the CM Hub!

CM Hub: Find Members Renewal Invoice

Chapter chairs or membership officers can approve or deny member grace requests during renewals.

CM Hub: Grace Requests Approval or Rejection

Request YPO to remove members from your chapter who have not paid chapter dues or violated chapter policies.

CM Hub: Remove member from chapter

Step 5: How a chapter officer can provide approval/rejection for a member transfer or secondary membership request.

CM Hub: Officer Approval/Rejection on Transfers and Secondary Membership Requests

Check out how-to guides for access renewal information.

Renewals

How to add a spouse/partner for a member by using the Add a Life Event action via the CM Hub.

CM Hub: Add Spouse/Partner for a Member

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

CM Hub: Add a Child for a Member

How to update a member as divorced and remove spouse/partner from household.

CM Hub: Update Member as Divorced

How to find YNG eligible and active members for your chapter.

CM Hub: Locate YNG members

How to managing profile and roster details for your members, spouses/partners/ and children.

Managing Member Details

How to update chapter requirements for transfers, graduates and secondary membership.

CM Hub: Update Chapter Requirements

How to opt in or opt out of marketing your chapter for primary transfers and secondary membership.

CM Hub: Opt in or Opt out for Transfers and Secondary Membership

Step 3: The incoming chapter conducts their membership process for member transfer requests.

CM Hub: Incoming Chapter Membership Process

Step 1: Outgoing chapter provides Good Standing Review.

CM Hub: Provide Good Standing Review for Transferring Member

Step 2: Incoming Chapter Updates Request as Under Review.

CM Hub: Update a Membership Request as Under Review

Step 4: How an incoming chapter can submit for officer approval.

CM Hub: Submit for Officer Approval for Transfers and Secondary Members

Step 6: How to verify dues and start date for transfer and secondary membership requests.

CM Hub: Verify and Finalize Dues and Start Date for Transfer and Secondary Membership Requests

How to track member transfer status after transfer steps conclude and before they join your chapter.

CM Hub: Find Transferring Members who are Awaiting Start Date

How to monitor outgoing member's transfer request.

CM Hub: Monitor Outgoing Transfer Request

How-to guides for processing requests for transferring members, graduating members, and secondary membership requests.

Transfers/Graduates/Secondary Membership Requests

For chapters that use YPO to collect their chapter dues, you can verify that they are uploaded correctly in the YPO system.

CM Hub: Verify Current and Next Fiscal Year Chapter Dues Tiers

Set chapter dues tiers for your individual members by the due date set by YPO.

CM Hub: Set Chapter Due Tiers for Members

Verify and set chapter dues tiers for members

Chapter Dues Management

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