You can see whether applicants entered their credit card details during the application process.
The system will automatically follow up with pending applications to encourage completion.
You can filter and sort the Applications list to work through your approval queue.
Applications submitted without a payment method are clearly flagged before you approve them.
Viewing Credit Card Details
On the Applications page, each applicant now has an indicator showing if they provided credit card details:
✅ Yes → Card details entered
❌ No → Card details not entered
This information is also available in the export file for easier reporting and analysis.
👉 With this visibility, admins can quickly identify applicants who haven’t entered card details and follow up to help them complete their application.
Automatic Follow-Up for Pending Applications
Pending applications often happen when:
Payment fails, or
No payment attempt is made.
To improve conversion rates, the system will now:
Send automatic follow-up emails at 24 hours and 72 hours after an application becomes pending.
Use default email templates (created by us) that admins can fully customize to match their organization’s tone and style. You can find them under Messages > Automated > Event & Reminder Templates.
Help organizations re-engage applicants and recover incomplete applications.
Filtering and Sorting Applications
On the Applications page, use the Filter button to narrow the list:
Status → for example only Waiting applications.
Plan → applications for a specific membership plan.
Credit Card → applicants who did or did not provide card details.
Date range → applications submitted between two dates.
Active filters appear as chips above the list. Click the × on a chip to remove that filter. The filters are also stored in the page URL, so you can bookmark a filtered view or share it with a colleague.
Click the Status, Date, Name or Credit Card column headers to sort the list. Sorting applies to the whole list, not just the current page.
The Export button respects your filters, so you can export exactly the applications you are looking at.
Applications Without a Payment Method
An applicant can reach the payment step and leave without entering a payment method. The application is still saved so you do not lose the lead, but nothing has been collected.
These applications are flagged in the Applications list and on the application details. If you approve one, the member is created and an invoice is generated, but there is no card to charge it to. Before approving, either ask the applicant to complete the payment step, or plan to collect the payment manually and record it on the member profile.
Benefits
These updates work together to:
Give admins clarity on applicant payment details.
Reduce delays in onboarding.
Automatically remind applicants to finish their applications.
Increase conversions and grow your member base.
Let admins isolate the applications that need action instead of scrolling through the whole list.