This article is about the Proxi admin app at app.proxi.co.
Every sponsorship, membership or booking belongs to a listing — the business, not just an email address. An invite you send is that listing's own sign-up page, and it never expires. A package can also have one open link for businesses that aren't listings yet; they become one when they pay. Here's each way to get a business in, and what they see on their side.
Four Places to Start
From Sponsorships & Memberships. Click Invite a Business at the top of the overview, or Invite on a package's page. You pick the listing here — and if the business isn't a listing yet, Not listed yet? Add a new listing creates one without leaving the invite.
From the listing. Open the listing and scroll to its Sponsorships & Memberships section. Under Invite to a Package, every live package lists its levels as buttons with the price (dated levels show the date). Click the level you're offering, or click Invite to Package next to the package name to let the business choose.
Let them come to you. Any listing's page in the business portal shows a Become a Member / Become a Sponsor / Sign Up as a Vendor button (using your Button Text) whenever there's a live package it could still join — so a business owner who signs in to update their hours can also pay their dues.
One link for everyone. On the package's Sign-Up Page tab, turn on Open Sign-Up Link and copy the link. Put it on your website, in your newsletter, on a flyer. A business that isn't on your listings yet signs up and pays from that link without you doing anything first — see The Open Sign-Up Link below.
The Open Sign-Up Link
This is the link for businesses you haven't met yet. When one opens it, the page starts with Your business: a name box, with website and phone optional. Then the levels, your terms, their name and email, and Continue to checkout, exactly as on an invite.
Nothing is created until they pay. The moment the payment clears, the business is added to your listings with the name, website and phone they gave, the person who paid becomes its contact (so the View in Your Portal button on their receipt signs them in to add photos, hours and details), and the row turns Active with its tag like any other. On the package's people tab, a business that started checkout but hasn't paid shows as a new business whose listing is created when they pay; if they never do, nothing is left behind.
If the name looks like a listing you already have, the page stops them before checkout with "Is this your business?" and the matching listings. From there they can pay for that listing (so you don't end up with two), ask to be added as a contact on it (the request lands on your Listings → Updates tab for you to approve), or sign in to the portal if they already are one. "No, we're a different business" lets them carry on with a new one.
If they back out at checkout they land on the sign-up page again with their email filled in, and picking up where they left off reuses the same checkout rather than starting another.
The Invite
Whichever way you start, the invite asks for:
Listing — already filled in when you started from one.
Package and Level. Pick a level to lock the link to it, or Let them choose to send a page showing every level so the business picks the one that fits. The email then lists all the levels with a "Pick the level that fits you" line.
Email — filled in from the listing's contacts when there is one. This is who gets the link; it doesn't change which business the sponsorship belongs to.
Save as this listing's contact — appears when the email isn't already a contact on that listing. It's ticked by default when the listing has no contacts. When it's on, the person is added to the listing as an admin, so they can also sign in to the portal and get your listing messages.
Then Email It or Just Get the Link, and click Send Invite or Get Link. Either way the link appears on screen with a copy button. It's safe to put in a newsletter or a printed letter — it doesn't expire.
The level buttons on a listing open a slightly different dialog — Invite a Sponsor / Member / Vendor — with the same choices plus a Record Offline tab.
Record Offline
Paid by check, cash or an invoice you sent yourself? On the listing, click the level and switch to Record Offline. Confirm the Amount (it starts at the level's price; change it for a negotiated deal), add the contact email and a note ("Check #1234"), and click Record Membership (or Sponsorship, or Vendor Booking). It's Active right away, tag and all — no checkout involved.
While a Checkout Is Waiting
Once you send an invite, the listing's section shows it under Awaiting checkout, and the same row shows as Awaiting Checkout on the package page and All Sponsors & Members. From either place you can:
Copy Link to This Level — the same link again, locked to that level.
Copy Link (Any Level) — a link where they pick from every level instead.
Resend Invite — email it again.
Record Payment — they paid another way; this closes their checkout link and marks it paid.
Remove Invite — withdraw it. Removing closes any checkout the business had open, so a withdrawn invite can't be paid later.
Re-copying a link is always safe: it reuses the same waiting row, keeps any custom amount you set, and never creates a second one. If a business opens a new link after leaving an earlier checkout open, the earlier checkout is closed first, so nothing can be paid twice.
Invites that have sat unpaid for a week show up in Needs You on the overview with a Copy Link button, so a nudge is one click away.
What the Business Sees
The email opens with "You're invited to become a member of…", "…to sponsor…", or "…to be a vendor with…", shows the level and price (or every level, when they're choosing), and has one button — your package's Button Text, or the type's default.
The sign-up page says "You're joining as" with their business name at the top, then the level (or, when a package allows more than one, checkboxes and a running total), your Terms if you wrote any, and a short form: name and email. Continue to checkout takes them to a secure payment page.
If they leave partway and come back a week later, the same link picks up where they were. If they cancel at checkout, Go Back returns them to the same package with their email still filled in.
When they've paid they see "Thank you — you're all set!", the row turns Active, and their portal shows the package with its renewal date. Their receipt carries a View in Your Portal button and whatever you wrote under After They Pay on the package's Sign-Up Page tab — a note, and a link if you added one.
If Something's Off
A level is missing from Invite to a Package. The business already holds a level in that package (one per package, unless the package allows several), or the package isn't published.
"This listing is already in this package." Same thing, from the server. Cancel the existing row first if you really want to re-invite.
The invite email didn't arrive. Use Resend Invite on the waiting row, or copy the link and send it your own way.
The section says Set up payments to invite businesses. Connect your payment account under Settings → Payments; Record Offline still works meanwhile.
A business says the open link told them the package isn't taking sign-ups. Publish the package, or turn on Open Sign-Up Link on its Sign-Up Page tab.
A business paid through the open link but their website and phone are blank. They're optional on the sign-up page. The business can add them in the portal, or you can on the listing.
Related articles: Set Up a Package and Its Levels · Track Sponsors, Members and the Benefits You Owe Them · In the Portal: What Your Businesses Can See and Update