Create a Member Template

Learn How to Create a New Members Template

1.  Navigate to the Admin Dashboard:
   • Access the Admin Dashboard from the navigation menu on the left side of your screen.
2. Open the Members Section:
   • Click on the Members tab in the top menu bar.
3. Create a New Template:
   • In the Templates section, click the "+ADD" button.
4. Configure the Template:
   • A form will appear, allowing you to set default values for the template. You can specify:
     • Name (Required)
     • Description
     • Tags
     • Qualifications
5. Add Additional Properties and Attachments:
   • You can also include additional properties such as phone numbers, hire date, salary, credentials, and other relevant information.

By creating a Member Template, you streamline the process of adding new members, ensuring consistency and efficiency across the Organization.