Managing Members in Completed Bookings: Adding and Removing Profiles

Summary: This article outlines the process for adding and removing members from completed bookings within the Entire system.

To add a new member to a completed booking, follow these steps:

1. Access the Member Profiles:

   • Navigate to the "Profiles" section in the Entire system.

2. Create a New Member:

   • Select "Member" and then click on "Create New Members."
   • Enter the necessary details for the new member.

3. Compliance Details:

   • If applicable, download any relevant compliance documents from the previous member account and re-upload them to the new member profile.

4. Duplicate Prevention:

   • The system checks for duplicates based on the email. However, you can create a new member even if the details are the same as an existing member.

Currently, the Entire system does not support merging accounts or transferring employment history from one member to another. If you need to remove a member from a completed booking, the following steps are recommended:

1. Create a New Member Account:

   • Since the system cannot handle account merging, create a new member account as described in the "Adding a Member" section.

2. Document Employment History:

   • Maintain employment history by ensuring that all relevant compliance details are copied over to the new member account.

3. Contact Support for Assistance:

   • If you encounter issues or need further assistance, reach out to customer support for guidance.

Adding and removing members from completed bookings in the Entire system requires creating new member accounts due to the current limitations of the system. By following the outlined steps, you can effectively manage member profiles while maintaining compliance with necessary documentation. For any additional questions or support, please contact the customer service team.