How to : Invite Members

Scenario: You wish to send a Prosper² Membership invitation to an important contact. 

 

Step 1 - GO TO INVITES

  • Log in to your Prosper² Membership Portal. 
  • In the main navigation click 'Invite' and then 'New Members'. 

STEP 2 - INVITE MEMBERs

  • After clicking 'New Members' you will see the screen below detailing all the invitations you have sent.
  • Click on the green 'Add New' button.
  • After clicking 'Add New' you will see the screen below requesting you to create an invite. 
  • Enter the name, last name, email address and business name of the person you wish to invite.
  • Select the appropriate Membership level. (In this case Platinum - If selecting Black then see below for additional requirements)
  • Select whether VAT is applicable and click to confirm the person has given permission for you to invite them to join.
  • Detail any points distribution details or additional comments in the space provided.
  • Click the green 'Invite & Save' button to send your invitation.  
Invite Members 3 - Screen Shot.png

If inviting a person to Black Membership an additional 3 questions will be asked:

  • Enter the monthly membership price the person wants to pay. 
  • Enter the number of points (usually 80% of the price)
  • Enter the number of invites the person requires on a monthly basis (additional invites can be requested at any time).
 
Invite Members 4 - Screen Shot.png

STEP 3 - Check your MEMBER INVITATION STATUS

  • Incomplete member invites are shown as 'Pending'. 
  • Your invitee's status will be shown as 'Complete' after they accept and register for free with Prosper². You will also receive an email confirming that they have successfully joined.