Add a New Involvement Member
============================

There are several easy ways to enroll a person as a member in an Involvement based on their activity.

- :ref:`Guests who have visited before <Guests>`
- :ref:`Prospects who have not visited before <Prospects>`
- :ref:`Those who are neither Guests or Prospects <Neither>`
- :ref:`Those who are in a Tag <InATag>`

.. note::
   If the person is enrolled in an Involvement with the same Schedule, you will receive a warning. In that case, you should 'move'
   them using another process. If the Involvement is for volunteers who serve periodically, you can over-ride this constraint using
   `Allow Attendance Overlap`.

.. seealso::
   | :doc:`AlreadyAMember`
   | :doc:`MovingOrgMembers`
   | :doc:`AttendanceSettings`

.. _Guests:

A Guest who has visited the class before
----------------------------------------

Step 1
    Go to the `Involvement > People > Guests` tab.

Step 2
    Find the person in the list.

Step 3
    Click `Join Org` and then `Yes, continue`. The guest will be moved to the `Member` tab.

.. tip::
    There is also a shortcut for enrolling all Guests who attended a specific meeting. While on the `Meeting` page, select `Gear icon >
    Add All Guests to Org` from the Blue Toolbar. Then click 'Yes, continue' and all of the Guests who attended that Meeting
    will become Members of the Involvement.

.. _Prospects:

A Prospect who has not visited the class before
-----------------------------------------------

Step 1
    Go to the `Involvement > People > Prospects` tab.

Step 2
    Find the person in the list.

Step 3
    Click the |pencil| icon under the `Actions` column for that person.

    .. |pencil| image:: https://i.tpsdb.com/pencil.png

Step 4
    Click `Edit` and use the dropdown to change the Member Type from `Prospect` to `Member`.

    Click `Save` and then `Close` the dialog box. The Prospect will be moved to the `Member` tab.

.. _Neither:

A person who is neither a Prospect nor a Guest
----------------------------------------------

Step 1
    Click the `Add Members` button on the Involvement page.

Step 2
    Use the normal `Search / Add` procedure to find the person. Click the name to `Select` and then click `Commit and Add`.

.. seealso::
    :doc:`../SearchAdd/SearchAdd`

.. important::
    If you are adding Members and will then create meetings that pre-date the Enrollment Date for the Members, you will need to change
    their Enrollment Date so that it pre-dates the date of the meeting.

.. seealso::
    | :doc:`RecordingAttendance`
    | :doc:`UpdateOrgMember_UpdateMembers`

.. _InATag:

Adding members from a Tag
-------------------------
You can also add groups of people from a Tag. This is helpful is you are building a new class and want to add a lot of people at one time.
It has other use cases as well.

.. seealso::
    :doc:`../Administration/AddingRemovingUsingTags`

Step 1
    Click the drop down arrow next to the `Add Members` button and select `Add Members from Tag`.

Step 2
    Find the appropriate Tag from the drop down list. Click `Select Tag`, and then click `Add People`.

Step 3
    When the process completes, click the `Dismiss` button.

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+--------------------+------------------+
| **Latest Update**  |   **3/24/2021**  |
+--------------------+------------------+

Update steps for Involvements