INTRODUCTION
Feature Summary: Create and manage Individual membership types to define player access, pricing, permissions, and booking rules within your club.
Use Cases: Every registered player on the platform must have an assigned membership type (e.g., guest, full member) unless they are accessing your club via public booking.
System users can create and assign individual membership types to control platform permissions, restrictions, and pricing. For example, a club may offer one membership type and rate for renewing members and another for first-time members.
Visual examples from the Member Portal:
PREREQUISITES
Gather all required details for each membership type, including pricing, billing structure, and booking permissions.
SETUP REQUIREMENTS
Follow these steps to create or edit an Individual membership type.
Note: Looking to manage households or group memberships? The Family Membership type allows you to assign shared permissions, restrictions, and pricing across multiple members in a single account. Learn more about Family Memberships here.
Open the Memberships Page
Log in to the admin dashboard.
From the side menu, click MEMBERSHIPS.
Select the Individual Memberships tab.
Create a New Membership Type
Click the Create Individual Membership button.
Enter a unique name for the membership.
Enter a short code (optional, max 4 characters).
This code can display next to a member’s name on the scheduler (if enabled), helping staff quickly identify membership types.
(Optional) Use Copy Membership Rules From to duplicate settings from an existing membership.
Click Save to continue.
Note: If you use the copy feature, fields will auto-fill but can be edited as needed.
Fill in the Form
Next, a form with multiple tabs will appear. Use each tab to configure pricing, booking rules, visibility, and other membership settings.
See the related articles collection for detailed guidance on each tab. To get started, see the General tab article which walks you through each field on the screen.
Edit a Membership Type
To update an existing membership type:
Locate the membership type and click the pencil icon.
Update the fields as needed.
Click Save Changes.
Related Videos
Click here to watch the section of the Memberships: Overview video that covers the information in this article.