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 “cheque payment”. You will need to place cheque number in narrative box.
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 – Please pass cheque to the revenue team once completed.
Step 8 – You will need to date and initial the form and file it in the completed folder
Things to consider:
-On the reverse of the cheque, always remember to replace the first 3 letters from INV to REC and forward the cheque to the revenue team for processing.
-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 ed.