INTRODUCTION
Feature Summary: Configure options on the Portal Settings tab of a membership type.
Use Cases: Configure important membership type settings like granting visibility on the member portal, allowing members to cancel a membership, and requiring payment.
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 Portal Settings tab.
Fill in the Fields
Is Public - Check the box to make this membership type option visible on the member portal.
Require Payment When Booking Courts Online - If this box is checked, players with this membership type must complete the booking payment by a specified time (as set in the next field).
Hold Time For Reservation (Minimum 15 minutes) - If payment is required, enter a time (minutes) to set the length of the hold period.
Don't Allow Members To Change Membership - If checked, this setting prevents members from switching to a different membership type (e.g., from a Free membership to Premium membership or vice versa).
Use Case for Not Checking "Don't Allow Members To Change Membership": You want to offer flexibility and self-service options for members to upgrade or downgrade as needed (e.g., from Monthly to Annual, or Free to Premium).
Use Case for Checking "Don't Allow Members To Change Membership": Your club offers multiple membership tiers (e.g., Free, Basic, Premium), and you want membership changes to be reviewed or approved by an admin rather than letting members switch themselves.
Membership Prerequisite(s) - Click the field and select one or more prerequisite membership types. Use this optional field to limit access to this membership type. For instance, the 2024 full-member rate might be available only to renewing members. In this case, the system users should create a separate membership type for first-time club members.
Additional Features - Use this tool to promote features that are part of the membership type. This tool adds a line to the member portal (see below) but does not enable any features.
USER PERSPECTIVE
The screenshot below shows the features that come with a membership type (e.g. Full Member). The list includes additional features (i.e. 1 Free Guest per Week).
