What should be done if not all persons listed on a family membership are present during sign-up?

Inform the absent members about their membership

Set up an alert on the individual member's detail head

The optimal course of action is to set up an alert on the individual member's detail head. This approach ensures that the membership information is accurately tracked and reflects the status of all family members. By setting an alert, it provides a reminder or notification for staff to follow up with the absent members at a later time, ensuring no one is overlooked and that all individuals linked to the membership are accounted for properly. This method aids in maintaining clear communication and facilitates the smooth management of the membership as it evolves.

This action supports the membership's integrity and makes it easier to manage updates or changes regarding the absent individuals without having to rely solely on the available members to relay information. It also allows for a proactive approach to member engagement, which can improve overall member satisfaction and retention.

Complete the membership with available members only

Ask for a follow-up appointment

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