Allowing customers to request to join an Association

Customers can now request to join an Association

Associations are subgroups within your organization that get special privileges, like corporate groups or students. To streamline how customers can be added to an Association, you can allow customers to request to join selected Associations.

To allow customers to allow to request to join a set Association, follow these steps:

1. Navigate to the Association profile and select Configure.
2. Set "Can customers request to be added to this association using the Climber App?" to "Yes". Once this is set to "Yes", then the association will be listed publicly in the Climber App, where any customer may request to be added to the association. Once requested, the customer's association membership will be in a pending state until approved by staff. While pending, the customer has access to the association's discounts, if any are configured. The customer will not be able to check into any location until their request has been approved or denied. If denied, any purchases made using an association discount will automatically be cancelled and refunded.
3. Make a selection for "Are customers asked to upload a document image as part of their request to join the association?". If you select "Yes, optional" or "Yes, required" an image file upload will be shown when a customer requests to join the association. Use the "Association membership application instructions" field to tell the customer what information should be provided. For example, an image of a Student ID or Proof of Employment.
4. Make a selection for "Are customers asked to provide text as part of their request to join the association?". If you select "Yes, optional" or "Yes, required" an input text box will be shown when a customer requests to join the association. Use the "Climber App Association Description and Requirements" field to tell the customer what information should be provide. For example, a guide certification number.

Managing the inbox for Association Requests

When a customer requests to join an Association, an inbox item will be created an alert will be placed on their account. The modal to review the request is available and in both and will include the customer name, customer birthday, Association requested and any image/texts included in their request.

The customer will not be able to check into any location until their request has been approved or denied. If denied, any purchases made using an association discount will automatically be cancelled and refunded.