Summary
One of the most powerful features in Join It is the Status field associated with memberships.
Statuses help you organize, segment, and manage your members throughout their lifecycle, from initial interest to active participation and beyond.
Available Membership Statuses
Join It currently supports five membership statuses:
Prospective
Typically used for individuals who have shown interest but have not yet joined. This status can also be manually assigned by an admin at any time.
Pending
A flexible status that can represent a step in your internal process. Common uses include:
Applications awaiting approval
Awaiting payment
Any custom review or onboarding step
Active
Indicates a fully active, current member.
Expired
Automatically assigned when a membership reaches the end of its term without renewal.
Cancelled
Used when a membership has been intentionally cancelled.
Why Statuses Matter
Using membership statuses allows you to:
Create a workflow for processing new members (e.g., approvals, onboarding, welcome emails)
Segment members based on where they are in your process
Track members who are not currently active but should remain in your records
Maintain a clean and organized membership database
Updating the Status of a Membership
You can update a membership’s status directly from their record:
Open the individual membership record
Click on the current status label
Select the new status from the list
Screenshot Description: Showing the different Status options
Frequently Asked Questions
Can Statuses be updated in bulk?
Currently within the Admin dashboard you can update individual Statuses however if you'd like to do this in bulk the Join It team are happy to do a bulk update of your Members statuses anytime!
Learn more about Bulk Updates here.
Can I customize or rename a Status?
Not currently. Status names are fixed, but this is a feature being considered for future updates.
You can vote or follow progress here:
https://feedback.joinit.org/feature-requests/p/allow-the-ability-to-change-the-status-names
Does changing a Members Status automatically send them an Email?
Nope, the system won't automatically send an email to a member when you change their status.
