Online Renewals: Pre Approving a Membership Renewal – BNI Connect Support - How Can We Help You?

The following process can be followed to pre-approve a membership renewal before the renewal application has been submitted. The ability to pre-approve a membership is a decision that may vary by region. For more information, please contact your Chapter Director Consultant or Executive Director.

Quick Steps:

Access the Renewal Pre-Approval screen from one of the available links in the MC renewal reminder email or the Membership Dues report.
Review the member performance, and training details.
Select the appropriate approval options.
Choose the Approve button.

Follow This Visual Guide:

Pre Approval of a Membership - Before a Member has Submitted a Renewal Application Only

Note: The option to pre-approve a membership is decided by the regional and\or national office. If this option is unavailable, please contact your Executive Director.

Option 1: Click the Renewal Link in the MC Renewal Reminder Email

Option 2: Click the Renewal Link in the Membership Dues Report

A guide to accessing the membership dues report can be found HERE.

A guide to accessing the pending applications screen can be found HERE.

The View Renewal Approval Screen - Review Only

The Pre-Approval Screen

Before a decision can be saved, the user must assert that they have fully completed the review process.
A conditional approval means that the member may have been issued a warning about performance or attendance, but an approval was granted. The conditions of this approval are subject to regional policy.
If control letters (such as a probation notification) have been sent, this can be noted before submission.

Note: Only pre-approvals are allowed. Declining a renewal can only be done post renewal application submission.

Notifications are Sent About Decisions

A Pre-Approval email notification is sent to the member to inform them that they may begin the renewal application process.

Happy Connecting!

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