Project Laura

Coming Soon

A Member Experience System. Re-imagine what club & member management software looks like.

Filtering by Tag: applicants

Viewing Applicants

The Applicants view is a special view of the Roster.  It’s been pre-filtered to show only Member Applicant Profiles.  The Applicants view gives you a few special abilities when it comes to processing applicants.

Batch Processing

On the left hand side of the window you have a check box for every applicant profile.  Check off as many profiles you like, and then from the pop up bar in the middle you can select to affect their nomination status.

Status & Progress

In the middle of each profile in the Applicants view, you have the status and nomination progress of each profile.  As a profile checks off steps in their nomination, you can see the nomination progress by the number of green boxes in the profiles progress view.  The status of the application shows at which point in the process they are, and it can be changed by clicking or tapping on the status arrow.

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Profile Types

Everyone in Project Laura has a profile.  Every staff person, member, applicant and guest has a profile.  What each profile can see is based on their profile type.

Staff

Staff profiles are broken down into three subtypes: Team, Captain, and Service.  Team members have the most ability to update profile details and transactions on a profile, conversely service have limited access to information to be better able to serve members.

 

Staff profiles can log into Project Laura, they have and can view their own transactions, dashboard, roster and other information.

Guests

Guest profiles have no access to their information and are incapable of logging into Project Laura.  

These profiles are meant to be able to log prospective members, guests at private functions, or general guests visiting the Club.

Members

Member Profiles have access to their own transactions, statements, dashboard and the member version of the roster.

Member Profiles also have a number of subtypes based on the Club’s needs.  Spousal Privilege accounts, Reciprocal members, and Temporary members are all types of Member Profiles.

Note: Reciprocal and Temporary member profiles cannot access the roster.

Applicants

Applicant profiles are a subtype of Member Profiles.  They are prospective members in the process of applying to become members.  They can access their own profiles in order to update their application process and update their references.