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How to Approve New Members and Assign Them to Groups

Learn how to approve new member registrations and assign members to the correct groups in PLAI 3.0. If your groups are greyed out and you cannot assign a member, this guide explains how to fix your membership settings.

When someone registers for your club, you need to approve their registration and place them in a group before they can choose and pay for a membership. This guide walks you through it, and explains what to do if your groups appear greyed out.


Why are my groups greyed out?

In PLAI 3.0, you can only assign a member to a group that is linked to a membership type. If a group has no membership type, it shows as greyed out and you won't be able to select it.

This often comes up after moving to PLAI 3.0, because membership types may not be linked to groups yet. Fix it by completing Step 1 below before you approve anyone.


Step 1: Assign groups to your membership types

  1. Go to Admin > Your Club > Membership Types.

  2. Find the membership type you want to update and select Edit Membership.

  3. From "Who is this Membership for," click Select Groups

  4. Select the group or groups this membership type applies to.

  5. Select Groups and click Save Membership at the bottom

Repeat these steps for each membership type until every group your new members could join is linked to at least 1 membership type.

Important: Choose the groups carefully. The groups linked to a membership type decide which memberships a member can pick when they register and pay.


Step 2: Approving and assigning a group

  1. Tap Approve Registration.

  2. The group assignment screen opens. Only groups that already have an associated membership are shown and selectable, groups without one don't appear here at all.

  3. Select at least one group. You can select more than one, and selecting a Section assigns the member to every group nested inside it.

  4. Tap Assign to [X] Groups. This activates the Confirm & Approve button.

  5. Tap Confirm & Approve to finalize.

Important: If there are no eligible groups, Confirm & Approve stays disabled and you'll see: "No groups with an associated membership are available. Please set up a group membership before approving." You'll need to configure a group membership first.


Step 3: The member selects their membership and makes payment

Once you've approved the registration and assigned the member to the correct group, they'll receive a notification that their registration has been approved.

The member can then complete the following steps:

  1. Open the PLAI app and go to their Home screen.

  2. Find their club registration and tap to open it.

  3. They'll see that their registration has been Approved.

  4. Tap Select Membership.

  5. Choose the appropriate paid membership available for their assigned group.

  6. Follow the steps to complete their payment.

Important: The memberships available to the member depend on the group you've assigned them to. They'll only see the membership options associated with that group.

Once payment has been completed, their membership will be activated.


FAQ

My group is still greyed out after updating membership types. What should I check?

Make sure you saved your changes in Step 1, the right group is linked to the membership type, and every relevant membership type is linked to its group. If it still won't work, email PLAI Support at support@plaisport.com with your club name and screenshots so we can investigate.

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