Create a Member Account Wizard - SPA

Practifi's Create a Member Account wizard allows you to easily create new member accounts in a standardised format to make data entry easy and more accurate for your staff. 

To create a member account using the Create a Member Account wizard:

1. Go to the Launcher menu  in the top nav bar and select Create a Member Account. 
2. Complete the Basic Details for your member in Step 1 of the wizard and click Next. If you omit any required fields, they will appear in red. This will create the member person record.  Additional (non-mandatory) member information can be entered in the second column.
3. Complete the Member Account details in Step 2 of the wizard.  This includes type of Member Account, Stage, and Owner. Practifi creates a name for the Member Account, but you can change this.  More detailed Member Account information (if known) can also be captured in the second column. For example, an existing Sub-fund and / or Employer can also be linked to the Member Account.
4. Once complete, click Save & Finish. Practifi will create your new Member and Member Account record.

Note: You cancel out of the Create a Member Account wizard at any point by simply clicking Cancel & Finish.