Membership Setup

1. The membership tracker is used by club admins to charge and collect dues from their members. Membership settings can be activated when creating a new group or editing an existing group. 

• Create Group is a menu item located on the side nav.

• Edit Group is located in the vertical menu on the group card.

2. Check the box, payment is required to join.

• If a member's club dues have expired, and the admin would like the member to automatically be removed from subgroups, a checkmark should be added next to the primary membership group box. 
• In the select groups pulldown, a checkmark should be added next to the subgroups that the member will be automatically removed from when the user's membership plan expires.
• Once the user pays their club dues, they will automatically be added back to the subgroups they were previously a member of.

3. After the new group has been created, or the existing group has been edited, a $ icon will display on the group card.

• Clicking on the $ icon directs the admin to membership setup.

4. To add a plan, click the + icon next to "Type of Plan." You have the option to create any type of membership plan you would like; Single, Couple, Family, Visitor, etc...

5. Expiration of membership is based on the date of membership purchased or a fixed date each year. If the club prorates membership, a discount can be added along with the date of when the proration takes effect. Once a user's membership expires, the admin can select the number of days before that user will automatically be moved to the inactive list.

6. Send automated emails to remind the members to pay their dues. Select reminder text button to add a custom message to the automated email.

There is also an option to send welcome emails to new and existing TIH Members after they have been imported into the Membership Group.

7. Enter the email address associated with the club's PayPal account.

8. There is an option to add custom fields and require your members to fill out these fields before submitting their application and paying their dues. To add a custom field, click the + icon next to "My Profile Information." Lot # is an example of a custom field that was created by this club. Next to this field, the admin has both boxes checked, which will include the field in the application and require the member to fill it out. 

There is also an option to create an "Additional Member Cost." This option is used most frequently to charge members for badges, hats, shirts, etc...

Each of these fields will be available to select as a header in the import table as you import members into this group. If you create a couple or family membership, you have control over which fields are required of the spouse and dependents to fill out. If your club only offers a single or individual membership plan, then you can ignore the spouse/ dependent sections.

9. If your club has a release form that you would like your players to read during the application process, click on the blue link, "I have Read & Agree with the Assumption of Risk and Release of Liability."

An empty text box will appear. You can either copy and paste in your release form or type it into the box. Marking the boxes, "Include and Required," will require the members to agree to the release form before they can submit their application and pay for their dues via credit card, debit card, or PayPal account.

Look over all your membership settings and information one last time before selecting "Save."

10. After the membership plans have been created and saved, the $ icon on the group card will direct the admin to the membership admin page. The gear icon above the membership admin table will direct the admin to membership setup.

• group admins do not have permission to access membership.

11. If an admin imports members into the Membership Group, the custom fields created during membership setup are available as a column header. 

*The following video demonstrates how members pay for club dues.