INTRODUCTION
Feature Summary: Configure the General tab settings of a membership type.
Use Cases: System users can create a new Individual or Family membership type or edit information for an existing one.
PREREQUISITES
Create a membership type.
SETUP REQUIREMENTS
Log in to the admin dashboard.
Go to the side menu and click MEMBERSHIPS. A new page displays.
Click the Individual or Family tab.
Select a membership type.
Click the General tab.
Filling in the fields
Name - Name of the membership type.
Short Code - CourtReserve displays this optional tag next to each member's name on the scheduler, so system users can quickly know each membership type (if this feature is enabled).
When a system user creates a Family membership type, CourtReserve shows an additional field: Max Family Members. Enter a number to limit the number of family members that can be assigned to this plan.
Description - A detailed description of the membership tier. This field does not display on the member portal
Is Active - If the box is unchecked, this membership is not available, and will be hidden from both the member portal, and the admin panel view. The default setting is checked.
Make This Membership Default For Member - Check the box to make this the default individual membership type. The default setting is not checked.
Membership Purchase Start/End Date - Set the optional period for when members can purchase this membership type.
Adjust the start date so that members can pre-purchase memberships for the upcoming calendar year.
Membership Expiration Date - Set the last day of the membership period. To create a membership type with no expiration date (e.g. a free membership, or a paid membership with reoccurring billing cycles), leave this field blank.
Restrict by Age - Check the box to enable a minimum and maximum age for this membership type. The default setting is disabled.
When creating a family membership type, system users can add detailed age restrictions. For example, a membership type could restrict the age of children to 21 years or less.
