Memberships
Membership types
Notice: You can have both Individual & Family membership types. To learn more about the differences between the two, check out the article below!
CLICK HERE to see our article on Family Memberships
If we wanted to create a new membership, we just press 'Create Individual Membership'
Here you can name the membership and create a Short Code for it. The Short Code can be enabled to show on the scheduler(s).
Once we press SAVE, we'll be able to view other membership settings.
Family Memberships:
CLICK HERE to learn about Families Overview
CLICK HERE to learn how to Detach a Family Member
CLICK HERE to learn how to Add a Family Member to an Account
CLICK HERE to see how Members can add spouses / children to their account
Individual Memberships:
CLICK HERE for How to Add Members
CLICK HERE for How to Set a Default Membership
CLICK HERE to learn about Member Groups Directory and How to Use Custom Ratings
Prerequisites for Memberships:
CLICK HERE to learn how to create Prerequisites for Memberships
Custom Ratings
Here, we can manage our Custom Ratings:
Under 'Create Rating Category' we'll see a few settings for how to display the Custom Ratings:
CLICK HERE to learn more about Custom Ratings
Member Groups
Here, you can manage your Member Groups as well as create a new member group to assign members to:
CLICK HERE to learn more about Member Groups Directory
CLICK HERE to learn about Static Member Groups
CLICK HERE to learn how to Add Members to Static Groups
CLICK HERE to learn about Dynamic Member Groups
Custom Fields
Here, we can manage our Custom Fields:
When going to CREATE a new custom field, two important things to remember are
Category of the Custom Field (ex. Members)
Checking the box 'is required' - this will not allow the user to SAVE their form if this field is not complete / valid
For a custom field to be on the MEMBER info page, we'll select the MEMBER category:
Now, if we go to create a new member's account:
If we scroll to the bottom under DETAILS tab, we'll see the new custom field with the red * next to it, making it required: