INTRODUCTION
Feature Summary: Give admins and members a more customized experience when interacting with membership information.
Use Cases: Design a user interface flow that aligns with your club’s preferences. Personalize the default prompts shown during membership sign-up, and tailor the member portal and mobile app by showing or hiding specific membership features.
SETUP REQUIREMENTS
Log in to the Admin dashboard.
Go to the side menu and click MEMBERSHIPS. A new page displays.
Click the Membership Settings tab.
Configure default settings
Default Membership on Add Member (Admin) - Use the drop-down menu to set the default membership option when an admin/system user creates an account for a member with the "Add Member" button.
Default Membership on Member/Player Portal - Use the drop-down menu to set the default membership option when a player joins the club on the member portal or mobile app.
Display Membership Short Code on Admin Schedulers - When the box is checked, the CourtReserve admin scheduler displays a short code next to a member/player name. Examples:
Display Membership Link for Anonymous Users - When the box is checked, the member portal and mobile app display a membership menu link at the top of the page. That link takes site visitors to a new page that shows membership options. Example member portal view below.
Membership Menu Link for Anonymous Users - Enter text for the menu link that takes site visitors to the membership options page. The default text is Memberships. Example marked with red arrow below.
Require Membership when Creating a Member/Player Account - When the box is checked, the member portal and mobile app display a Memberships drop-down menu. A site visitor is required to choose an option when creating an account.
Hide Feature Lists on Membership Purchase Page - When the box is checked, the member portal and mobile app hide membership detailed features in two places: the My Memberships page (for logged-in users) and the Membership Details page (for non-logged in site visitors). Example below:
Include Pre-Purchased Memberships in Total Assigned Memberships Amount - Check to include memberships with future start dates in the Total Assigned Memberships and Total Accounts amounts.
Enable Max Capacity (Waitlisting) Across ALL Memberships: check to enable waitlisting across all memberships
Family Membership Count As: If setting up a Family Membership, one instance of this membership either covers the entire family unit or one individual in the family.
When no memberships are available for purchase display the following message: If a membership option isn't available for a member/player, put a message here (for example, Contact us for options).
Public Membership Link: Copy this URL to use in social media posts, emails, web sites, etc. to display and sell your membership options.