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 grade the appropriate membership 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 authorised, copy and paste the world pay transaction ID onto the members contact screen on the notepad section. - if not authorised, copy and paste not authorised on to the members record on notes
Step 5 – Click on “Create Membership” button, this will generate a membership number.
Step 6 – Click go to contact. Membership should now be current and a membership pack will be generated.
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 2 hours after membership has been processed. For Graded members a card and certificate will be generated. For Affiliate Professional only a card will be sent.