When a patient completes the online member signup form, and you have Auto-Confirm turned Off, you will have to confirm to activate the membership and begin charges.
Click 'Patients'
Select 'Unconfirmed' from the drop down menu
Select the patient you would like to confirm
Click 'Edit Membership' or click the 'Memberships' tab
Review the membership information and make changes to it as needed (such as editing price, discounts, start date, etc)
Click 'Update' to apply changes
Click 'Confirm Membership'
Once the membership is confirmed, any charges such as the first payment and registration fee will be processed against the account on file. The start and next bill date will always default to 'Today'. If you do not confirm the membership on the day it is created, the "Today" value reflects the day you confirm rather than the signup date. Should you need an alternative start date, use the "Change Start Date" button to configure a specific date and avoid overlapping memberships. Make sure to update the end date of any previous memberships to prevent conflicts when assigning new start dates.
Best Practices for Start Date Management
Always use the "Change Start Date" button in the Summary section to adjust dates.
Ensure that the end date of prior memberships precedes the start date of new memberships to avoid overlaps.
Strategically enable or disable the auto-confirm feature to allow for better administrative control over membership start dates.