Manage Visitors - Converting a Visitor to a Member – BNI Connect & BNI University Support - How Can We Help You?

Important Note: This should only be done if the person has NEVER been a member in BNI before. If they were a previous member, please be sure to use the regular application process and search for the previous membership. That help article can be found HERE. If you get an error message when converting a visitor, proceed to entering a new application.

Quick Steps

Go to Operations>Chapter>Manage Visitor>Manage Visitor
Enter a date range and click GO to search for available visitor records
Click the "Convert to Member" icon (the head with the triangle in front of it)
Complete the application process

Navigate to the Chapter Operations Menu

Note: When using the shortcut menu link, the next step is bypassed.

Verify Your Chapter Selection and Choose Manage Visitors

Verify your Country, Region and Chapter selection
Click on Manage Visitor
Click on Manage Visitor

Search Visitor(s)

Enter a Start and End date to search for chapter visitors. This will search by visit date (not entry date).
Click the Go button to proceed with the search.

Click the Convert to Member Option

Clicking the Convert to Member option will launch the application process. Permissions to enter applications are defined by your regional office.

Complete the Application Process

All of the previous details from the original visitor will be automatically input into the application, such as name, company and address. Input the remaining application details and click submit to complete the application.

For further details on the application process, please click here.

NOTE: If you get an error message when converting a visitor, proceed to entering a new application.

Happy Connecting!

Version 2016.05.20.1324

Comments

1 comment

Ms. Charlene Rhodes

August 30, 2014 19:34
There was a human disconnect between our Sec/Treas and VP so we didn't properly use Convert to a Member. It appears to me that Convert to a Member removes them from the Visitor list. Is that accurate? Also, if we already have them as a member now, should we go back and delete them from the visitor list so that it doesn't mess up the conversion ratio and so that we can do things like email all visitors?
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