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Memberships - Short Code

Set Up Membership Short Codes on Admin Schedulers

Mari Bern avatar
Written by Mari Bern
Updated this week

INTRODUCTION

Feature Summary: Assign membership short codes to quickly identify a player’s membership type on the admin scheduler.

Use Cases: Short codes give system users an at-a-glance view of each player’s membership type when reviewing the admin scheduler—streamlining scheduling decisions and communication. These short codes are visible only to system users and do not appear on the member portal.


PREREQUISITES

Make sure the short codes option is enabled on the Membership Settings tab.

  1. Navigate to MEMBERSHIPS > Membership Settings tab.

  2. Enable the checkbox next to Display Membership Short Code on Admin Schedulers.

Next, assign short codes to memberships as needed.


SETUP REQUIREMENTS

  1. Log in to the admin dashboard.

  2. Go to the side menu and click MEMBERSHIPS. A new page displays.

  3. Click the Individual or Family tab.


Assign a Short Code to the Membership

Next, select a membership type.

  1. Click the pencil icon to Edit.

  2. Make sure the General tab is selected

  3. Go to the Short Code field. Enter a code that is one to four characters. Click Save Changes.

Continue this process as necessary to ensure each membership type is assigned a short code.


New Memberships

System users can enter a short code when creating a new membership type. Fill in the field and click Save.


ADMIN PERSPECTIVE

The screenshot below shows short codes next to player names on the admin scheduler.

In this example, Sharon Smith has an Individual Tier 1 Membership, while Leo Jones has a Family Tier 1 Membership.


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