Below is a guide to getting started with creating and managing your club’s membership packages.
Creating a Membership (0:58)
- Adding name for Membership
Re-Ordering your Membership (1:35)
- Organising memberships in a particular order through the anchor icon three lines
- Example of changing the order on the front end of the website
Editing membership menu (2:45)
- Publish membership through the eye icon
- Magnifying glass icon to view your published membership on the front end of the website
- Member’s icon, to add members to a particular membership
- Pencil icon, to edit the membership package
Details (3:45)
- Title
- Summary
- Eligibility over 18, over 60 etc
- Publish date of membership on the front end of the website
- Start and End Date
- To set up a membership so a member can join at any time for a year and receive notification when its due, just leave the date boxes blank. The membership will then run from the date the person applied, for the period you set e.g. a year.
Payment (6:17)
- Payments: Charge Period, Renewal, Pay Later
- Charge period One off, Weeks, Months, Years, Days
- Interval
- Cost
- Renewal Cost
- Setup Fee
- Upfront Cost Cost and Renewal Cost
- Pay later option
Contract
- Contract Period: Yearly, Monthly (8:33)
- Type days, weeks, months, years, fixed term
- Duration
- Auto Renew
- Multi users: Family parent payments (9:50)
- Multi User: Linking contacts (18:05)
- Memberships fixed term (19:14)
Booking Slots (10:19)
- Booking Slots: Free slots for Members
- Reset weekly, monthly or never
- Unlimited booking slots
Content Information
- Content displayed on the front end of the website (11:32)
- Image drag, drop or browse
- Body information
- Example of new membership on front end of the website (13:01)
- Join and pay later (14:15)
Membership Confirmation
- Membership confirmation and payment requests (14:56)
- Membership status pending, awaiting approval, approval (15:25)
- Examples of active membership
- Invoice list pending payments (16:45)
Assigning a member as Admin (17:20)
- Admin adding a new member
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