An administrator or ASA can submit a form on behalf of a member. You can submit a form for a member already part of your database, or for a new user outside of your database.
To take a form on a member's behalf
- Navigate to Forms > Form List.
- In the Form List, hover over a form then select TAKE THIS FORM.
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Select PROCEED AS NEW PROFILE to proceed as a new member profile (for a user who isn't yet in your database). To take the form for a member already in your database:
- Use the search bar in the top right to search for a member profile.
- Click inside the radio button on the left to select a profile.
- Select the Prevent Confirmation Email checkbox to stop a confirmation and invoice email from sending to the member (optional).
- Select PROCEED AS [MEMBER'S NAME].
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Enter submission information on behalf of the member. Before the payment stage, you can review selections on the Summary page. An administrator can select Edit to change price fields. Select Next or Previous to navigate forward or back through the form.
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When you select Edit on this section, you can adjust pricing fields and add discount codes. When you're finished, select Save to see the updated Summary.
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Select Next to continue to the Payment screen. On the Payment screen, choose one of the three options from the dropdown menu:
- Pay now: This option lets you pay immediately with a credit card.
- Invoice me: This option generates an invoice in the member's profile. The member can access the invoice in their profile and pay at a later date.
- Offline payment: This option lets you record a check or cash payment. You can process the payment immediately.
- After you've selected a payment option, select Submit Form.
- Select either Return to your admin session, or select Finish to remain on your website.