Membership Settings Tab

Review and Customize Member Portal Default Options

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

INTRODUCTION

  • Feature Summary: Change the way admins and portal visitors interact with membership information.

  • Use Cases: Create a UI flow that reflects the club's preferences. Customize the default membership prompts when users sign up for a plan. Modify the member portal by hiding/displaying membership features and the link that takes users to the Memberships page.


SETUP REQUIREMENTS

  1. Log in to the admin dashboard.

  2. Go to the side menu and click MEMBERSHIPS. A new page displays.

  3. Click the Membership Settings tab.

Configure default setting

  • Default Membership on Add Member (Admin) - Use the drop-down menu to set the default membership prompt when a system user creates an account for a member with the "Add Member" button.

  • Default Membership on Member Portal - Use the drop-down menu to set the default membership prompt when a user joins the club on the member portal.

  • Display Membership Short Code on Admin Schedulers - When the box is checked, the admin scheduler displays a short code next to a member/player name.

  • Display Membership Link for Anonymous Users - When the box is checked, the member portal displays a menu link at the top of the page. That link takes site visitors to a new page that shows membership options.

  • 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.

  • Require Membership when Creating a Member/Player Account - When the box is checked, the member portal displays a Memberships drop-down menu. A site visitor must choose an option when creating an account.

  • Hide Feature Lists on Membership Purchase Page - When the box is checked, the member portal hides membership in two places: the My Memberships page (for logged-in users) and the membership details page (for non-logged in site visitors).

FEATURE USAGE - ADMINS' PERSPECTIVE

The screenshot below shows short codes next to player names on the admin scheduler.

FEATURE USAGE - MEMBERS' PERSPECTIVE

CourtReserve hides member portal elements when the system user checks the Hide Feature Lists box (see above).

  • Hide the Features list when a logged-in member clicks the My Membership link.

  • Hide the Features list when a non-logged-in site visitor clicks a membership option.

What’s next?

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