Step 1 - Create new contact using the details provided on the application on Helix if the member does not already exist.
Step 2 – Once contact has been created, you will need to click on the new membership button on Helix on the contacts page. This will direct you to the membership processing screen.
Step 3 – Once on the membership processing screen, select the Affiliate Studying grade on the drop down menu.
Step 4 – Once you have selected the correct grade, to process the membership you will need to select payment type “credit/debit card”. This will direct you to the World Pay screen. Once you have followed the payment instructions and payment has been authorized, copy and paste the world pay transaction ID onto the members contact screen on the notepad section.
Step 5 – Click on “Create Membership” button, this will generate a membership number.
Step 6 – Once processed, click on the “Go To Contact” button. This will take you back on to the contact screen. You will scroll down the page and click on the invoices screen. You will need to place the invoice number on the reverse side of the cheque
Step 7 – You will need to date and initial the form and file it in the completed folder
Things to consider:
- Always remember to copy and paste the world pay transaction ID onto the members contact screen on the notepad section. If not authorized, copy the not authorized payment onto the notepad.
- Helix will generate a welcome email with their MyCIM login details 2 hours after membership has been processed.