Handling Late Members

Handling Late Members

In DreamSave, it's essential to know how to effectively manage late members during group meetings. In this article, we'll provide you with a straightforward, step-by-step guide on how to handle late members in a meeting scenario. Participation of Late Members in meetings falls into two categories: full absence or representation by a designated participant.

Handling Late Members with Representatives

  1. Change Attendance Status
    1.  Go to the "Attendance" section while being in a meeting.
    2. Locate in the list of members the late member, and change their attendance status to "Absent with Representative."
  2. Update Savings Contribution
    1. Return to the "Savings" section.
    2. Make sure to record the late member's savings contribution for the meeting.
  3. Apply Fine (Optional)
    1. Navigate to the "Fines" section.
    2. Choose the late member from the list of members.
    3. Enter the fine amount and select the reason as "Late".
​Fine & Loan Policy may differ based on the Group Constitution. Discuss with your group members first before imposing the fine (or disbursing the loan) on the late member
Please note that members with representatives are ineligible to request loan disbursements; their participation is only limited to adding their savings contribution.

Handling Late Members with no Representatives

  1. Change Attendance Status
    1.  Go to the "Attendance" section while being in a meeting.
    2. Locate in the list of members the late member, and change their attendance status to "Present".
  2. Update Savings Contribution
    1. Return to the "Savings" section.
    2. Make sure to record the late member's savings contribution for the meeting.
  3. Apply Fine (Optional)
    1. Navigate to the "Fines" section.
    2. Choose the late member from the list of members.
    3. Enter the fine amount and select the reason as "Late".
  4. Disburse a Loan
    1.  Lastly, go to the "New Loans" section.
    2. Disburse a loan to the late member as per their request.
Do keep in mind that if your group doesn't go back to the "Attendance" step and change the late member's status to "Present", they will not be able to register their savings or take a loan during that meeting.

    • Related Articles

    • DreamSave Insights Glossary

      DreamSave Insights Glossary Definitions and Formulas for Terms found in DreamSave Insights Last Updated: November, 06, 2023 Below is a list of terms (in alphabetical order) from DreamSave Insights along with their descriptions and formulas. If you ...

    • Preparing and Conducting a Shareout

      This guide is designed to help DreamSave users understand the necessary steps to prepare for conducting a shareout. A shareout is a crucial event where members receive returns on their savings and contributions. Proper preparation ensures a smooth ...

    • Adding a New Member After Registration

      Adding a new member mid-cycle may become necessary if an existing member introduces a friend or acquaintance to the group. We'll provide clear, step-by-step instructions on how to seamlessly add a new member to your DreanSave Group. Steps to Adding a ...

    • DreamSave And SMS Notifications

      DreamSave Messages Can Replace Passbooks The DreamSave app helps savings groups grow faster by making it easy to keep records, achieve financial goals, and build credit history. But DreamSave was also designed to send SMS receipts and notifications ...

    • Updating a Member's Passcode

      In this article we'll guide you on how to assist a member in resetting their passcode from the group phone in DreamSave. Whether it's for security reasons or any other requirement, as a bookkeeper, you can help members reset their passcodes. Begin by ...