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New Member Guide

Welcome to PASD's new website and member platform, powered by Wild Apricot! As a member of a Wild Apricot site, you can view member-only content, sign up for events, and interact with other members through member directories, discussion forums, and blog posts. You can also perform self-service functions such as updating your profile, paying invoices, and renewing your membership.

In this guide, we'll help you get started, show you how to manage your membership, and introduce you to some of the functionality that might appear on your Wild Apricot site.

The instructions and images shown below are representational and won't exactly match the text and style of the new PASD website.

Logging in

You have to log into your Wild Apricot account if you want to access member-only pages on your Wild Apricot site, or if you want to perform self-service functions such as changing your email preferences or paying an invoice.

New members are automatically logged in after supplying their email address when they apply for membership, register for an event, or make a donation.

Note: For the launch of the new PASD website, all known members and former members were kept in our database and a notification email with login instructions was emailed to the email address we last had on record for you. After the site launch, new members are automatically logged in after supplying their email address when they apply for membership, register for an event, or make a donation.

If you don't remember your Wild Apricot website address, check your email inbox for the welcome email that was sent to you when you joined or when the new site was launched. If you cannot find the email, check your spam folder, or email us for help.

Where you log in will depend on your website design. You'll click a  Login link that leads to a login page...

In the log in fields, you enter your Wild Apricot credentials – your email and password – then click the  Login button. If you do not remember your password, click the Forgot password link next to the  Login button. On the page that appears, you can enter your email address to receive a reset password link via email.

When you first log into Wild Apricot, you will be required to accept Wild Apricot's terms of use before proceeding.

 

After you log in, a message will appear with links in the bottom right corner if you have unpaid invoices or incomplete registrations, or are lapsed, overdue, or within a week of your renewal date.

You can click any of these links to resolve the corresponding issue.

Changing your password

Passwords are automatically generated and emailed to you when join a Wild Apricot member site, register for an event, or make a donation. Passwords can also be set manually by your Wild Apricot site administrator. 

You can change your password by clicking the Change password link that appears below or beside the link to your profile after you log into your Wild Apricot site.

On the screen that appears, you enter your current password, then the new password, and the new password again for confirmation.

Password requirements

  • Minimum of 7 characters
  • Maximum of 50 characters
  • Any combination of letters, numbers and characters (except spaces)

Wild Apricot passwords are case sensitive.

Updating your profile

Depending on how your Wild Apricot site is set up, information about you may be visible to other members or the general public on member directories, forum posts, and blog entries. You update your personal information from your member profile and control what information is visible to other members and the public.

Once you are logged into your Wild Apricot account, a link will appear to your member profile. Depending on how your Wild Apricot site was set up, the link will appear as your name or as View profile.

 

From the My profile screen that appears, click the Edit profile button to update your personal information.

After you've made your changes, click the Save button to save them.

Changing your privacy settings

You can control which information from your member profile will appear to the public and other members on member directories, forum posts, and blog entries, and whether your member photo albums (if enabled) are visible to other members and non-members.

Your Wild Apricot site administrator can choose your initial privacy settings, and optionally, lock them so you can can't change them.

To change your initial privacy settings, click the Privacy tab within your member profile then click the Edit profile button.

To change the privacy level for an item, click the circle under the appropriate column to limit access to anybody, members only, or no one. 

If you uncheck the Show profile to others option, you won't appear in any member directories.

Once you are finished changing your privacy settings, click the  Save  button. 

Setting your email preferences

From your member profile, you can unsubscribe from different kinds of emails. To do so, click the Email subscriptions tab within your member profile then click the Edit profile button.

You can now check or uncheck the kinds of emails you want to receive.

There are three types of emails you can control:

  • Event notifications – automatic event emails such as event announcements (sent to people not yet registered) and event reminders (sent to registered attendees only)
  • Manual email blasts – email blasts sent by site administrators
  • Forum subscriptions – if you have already subscribed to discussion forum updates

When you first join, you will have event notifications and email blasts turned on. For forum subscriptions, you can also control how frequently you receive forum update notifications.

After you have made your choices, click Save.

The email settings above do not affect other automatic emails such as membership renewal reminders and invoices/receipts. Only administrators can disable those emails.

Renewing your membership

There are two ways you can renew your membership.

A membership renewal notice and/or invoice will be automatically emailed to you a certain number of days before your membership renewal date. Within the renewal notice, you can click the link to log into your Wild Apricot account.

Within the invoice, you can click the View invoice online link to view and pay the invoice online without logging in. 

  

You can also renew your membership from your member profile on your Wild Apricot site.  To view your member profile, log into your Wild Apricot site and click the link to your  member profile. Depending on how your Wild Apricot site was set up, the link will appear as your name or as  View profile .    

     

To renew your membership from your member profile, click theRenew button on your Profile page.

If you are limited to renewing only one period ahead or only within a certain number of days or months before the membership expires, a notice informing you of the next possible renewal date may appear in place of the  Renew  button.

 

After you click the Renew button, you can review and update your membership details, then click the Update and next button. Then, you click the Confirm button to confirm the renewal request.  You will be taken to the  Invoices and payments  page where you can pay for the invoice for the renewal.

Until the payment is made, a  Balance due  notification will be shown on the notification bar,

and a message will be displayed on your member profile:

 

Viewing invoices and making payments

If you have any unpaid invoices, a message will appear after you log into your Wild Apricot site in the bottom right corner.

To view or pay the outstanding invoice, click the link. You will be taken to the Invoices and payment tab on your member profile, where you can view and pay invoices, and view past payments. You can also access this screen by displaying your member profile then clicking the Invoices and payments link. 

 

Invoices with open balances (unpaid or partially paid) will be shown at the top of the screen.

To pay one or more outstanding invoices, click the checkbox beside the invoice(s) you want to pay, then click the Pay online button. You will be taken to an online payment screen where you can enter your credit card details.

You may also receive invoices via email. If you click the  View invoice online  link within the emailed invoice, can view and pay the invoice online without logging in. 

 

Using the events calendar

An events calendar can be used to display event details and allow visitors to register for events.

Once an event is set up and online registration is enabled, it will appear on the events calendar page.

To view the details for a particular event, click the event name or the Show details link. To register for an event, click the Register button.

You can register multiple attendees under your account by returning to the event registration page after confirming each registration but before paying.

After you've clicked the Register button, follow these steps to complete your registration:

  1. If you are not already logged in, enter your email address. If you are already logged in, your email will already be filled in (though you can change it, to register another person). 

  2. If there are multiple registration types, you will be asked to select a registration type. 

     

    Depending on whether you are logged on or not, some member-only registration types may not be available. If you are not logged in, but your email is already in the site's contact database, you will be prompted to log in. If your email is not in the contact database, you will be prompted to apply for membership.
  3. Once you select a registration type and click Next, the main registration form appears. 

     

    Here, you fill out the registration form, and select additional event options, if any (e.g. meal preference, event sessions). If the event is set up with a guest registration option, you can indicate the number of guests.
  4. Once you are finished filling out the form, click Next.
  5. What happens next depends on the payment method chosen when the event was set up. 
    • If only offline payment was enabled, then you will have the option of cancelling or confirming the registration. If you click the Confirm button, an invoice will be emailed to you, and a registration summary will be displayed. From the registration summary, you can choose to view or pay the outstanding invoice.
    • If only online payment is enabled, then a Pay online button will appear. Clicking the Pay online button will take you to the online payment screen for your site's payment provider.
    • If both online and offline payment is enabled, then two buttons will be displayed: Pay online and Invoice me. Clicking the Pay online button will take you to the online payment screen for your payment provider. Clicking the Invoice me button will result in you being emailed an invoice – which you can pay online or offline – and a registration summary being displayed. From the registration summary, you can choose to view or pay (online) the outstanding invoice.

When paying using PayPal Payments Pro, the Pay online button with be replaced with two buttons: Pay with credit card, and PayPal Express checkout.

Using discussion forums

When you visit a discussion forum page, the options available to you may depend on whether you are a member, and if so, on your membership level.

Creating a forum topic

If you are authorized to create new forum topic, a Create topic button will appear above and below the topic list. After clicking this button, you can enter the subject and the body of the new topic. You can use the options appearing on the content editor toolbar to format the body text, and add links and tables. Once you are done composing the topic, click Create. The topic will now appear on the main forum page.

Normally, the topics you post will identify you using your first and last name. If member pictures are enabled, your picture will be displayed unless the picture field is restricted under your privacy settings. If you chose to hide your entire profile from others in your privacy settings – or if you are not a member – the topic will identify you as Anonymous. If you restricted access to both your first name and last name in your privacy settings, you will be identified as Anonymous member.

Replying and commenting on forum topics

To reply to a topic, display the topic then click the  Reply  button.  After clicking this button, you can enter the body of your reply. You can use the content editor to format the text and add pictures, document, or links. Once you are done composing your reply, click  Post .

To comment on a particular reply within a topic, click the Quote link above the reply. This will include in your message the text of the reply that you are commenting on. Once you are done composing your comment, click Post.

To change the order in which topic replies are displayed, click the  Show latest replies  link or the  Show oldest replies  link. You can set the order differently for different topics, and your choices will be remembered between visits.

Subscribing to forums

You can subscribe to a  forum, or to individual topics within the forum, so that you receive email notifications of updates. After receiving the notification, you can visit the forum to view the new topics or replies.

To subscribe to the entire forum, visit the forum page and click the  Subscribe to forum  link above the topic list.

Once subscribed, you will receive email notifications of updates to any of the topics in the forum, with links to the new or updated topics.

To unsubscribe to a forum, click the Subscribed (Unsubscribe) link that appears in place of the Subscribe to forum link, or clicks the Unsubscribe link in the email.

To subscribe to just one topic in a forum, display the topic then click the  Subscribe to topic  link above the topic messages.

You will receive email notifications of replies or updates to this forum topic alone, with the full text of the reply or update.

To unsubscribe to a forum topic, click the Subscribed (Unsubscribe) link that appears in place of the Subscribe to topic link, or clicks the Unsubscribe link in the email.

By default, email notifications of forum updates are sent on a daily basis. You can change the frequency of the email notifications from daily to weekly or immediately.  Daily forum notifications contains a summary of the previous day's updates. Weekly forum notifications are sent on Sunday night/Monday morning, and contain a summary of the previous week's updates. 

Managing forum subscriptions

To change your forum subscription settings, go to the Email subscriptions  page within your member profile and click the Edit profile button.

  

In the  Forum subscriptions  section, you can unsubscribe from forums and topics and change the frequency of forum update notifications.

 

To unsubscribe to a forum or forum topic, uncheck the checkbox beside the forum or topic name. To change the frequency of the update notifications, click the dropdown and choose one of the following options:

Option

Description

Daily

A summary of forum updates for each day is sent the following day.

Weekly

A summary of forum updates for each week is sent on Sunday night/Monday morning.

Immediately

Notifications are sent immediately after an update is made (though the actual delivery could be delayed a few minutes or longer depending on the email server load).

Once you are finished making changes, click the  Save  button.

Using blogs

A blog displays a list of blog postings, with a short excerpt or abstract from each post. To view a complete blog posting, you click either the topic title or the Read more link below the abstract.

The options available to you on blogs may depend on your membership level.

Adding posts

If you are authorized to add a blog post, an Add post button will appear above the topic list.

After clicking this button, you can enter the subject and the body of the new topic. You can use the options appearing on the content editor toolbar to format the body text, and add links and tables. 

You can also set the posting time and date. This does not affect when the post appears on the blog – it will appear as soon as you click the Post button – but only the time and date that appears below the post title.

Once you are done composing the topic, click Post. The post will now appear on the main blog page.

Normally, the topics you post will identify you using your first and last name. If you chose to hide your profile from others in your privacy settings – or if you are not a member – your posts will identify you as Anonymous. If you restricted access to both your first name and last name in your privacy settings, you will be identified as Anonymous member.

Commenting on a post

To comment on a blog post, display the topic then click the Add comment button. After clicking this button, you can enter your comment. You can use the options appearing on the content editor toolbar to format the text and add pictures, document, or links. Once you are done composing your comment, click Post.

To reply to a particular comment, click the Reply link below the comment. Once you are done composing your reply, click Post. Your reply will appear below the comment.

To copy a link to a comment or reply – so you can share it or link to it from another page – right click over Link and copy the address to your clipboard.

Modifying and deleting posts

After you've added a post, you can modify or delete it. 

To modify a post, click the  Edit  link below the topic in the blog post list.

To delete a blog post, including all comments and replies, click the Delete link below the topic. You can only modify or delete your own posts. 

Deleting comments and replies

After you've commented on a post, or replied to a comment, you can delete your comment or reply.

To delete a comment or reply, display the comments then click the Delete link.

You can only delete your own comments or replies.

Subscribing to a blog

You can subscribe to a blog and automatically receive updates in your RSS reader (e.g. Google Reader) by clicking the RSS icon that appears beside the page title.

If you're using Google Chrome, you may need to add a  RSS subscription extension  to your browser.  If the blog appears on a member-only page, the RSS feed will not be accessible to your RSS reader.

Using a subscription form

Your Wild Apricot site may include an email subscription form that you can use to sign up to receive newsletters, updates, or other email blasts.

Signing up for email subscriptions is separate and distinct from the process of subscribing or unsubscribing to automatic emails.

If you are already logged in to your Wild Apricot site, the contact fields will be filled in automatically, so all you have to do to subscribe is click the Subscribe button. If you are not already logged in, complete the subscription form fields and click the Subscribe button.

You can manage your subscriptions from the Email subscriptions tab on your member profile.

Using the member directory

If there's a member directory on your Wild Apricot site, you can use it to see a list of other members, search for members, and view their profiles.

Clicking on a member listing within the directory will display that member's profile (subject to their privacy settings).

Depending on how the member directory was set up, you can filter the directory by clicking on a particular field value.

You can search for members by entering a search string in the Search field, or you can click the Advanced search link to search using a combination of different search criteria.

On some sites, the advanced search fields may appear on the member directory rather than as a separate page.

From the Privacy tab on your member profile, you can control whether your profile is viewable by others, and if so, which fields are viewable by members and non-members. If you set your profile to private – by unchecking the Show profile to others option in your profile – you won't appear in the member directory at all.

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