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How to Create Club or Pool Memberships
How to Create Club or Pool Memberships
Updated over a week ago

You must have Admin Level - SuperUser access to create club or pool memberships.

You can use event registrations to sell memberships to the pool or club.

How to Create an Event for the Membership Type

  1. Click Events & Competition > Team Events from the left navigation menu.

  2. Click New Calendar Item > Team Events.

  3. Fill in the data.

    • Title — Use something specific.

    • Start/End Date — Date range for which the membership is valid.

    • Under EVENT SIGNUP / REGISTER, select Allow Online Registration; Connect to eReg System.

    • Fill in the EVENT DESCRIPTION with your marketing copy.

    • Fill in any other relevant details and click Create.

    • It will ask, "Proceed to set up the registration for this new event?" Click YES. A new window will open.

How to Create a Registration Tied to the Event

Basic Setup

  1. Enter the Registration Title, which is generally the same as the Event Associated title.

  2. The Short Title is what will be visible in the billing system.

  3. Set Turn on for Registration to YES, assuming you're ready for people to see it listed, even if the registration isn't open yet.

  4. Enter the date range that the reg is Open For Returning Members.

  5. Allow returning accounts to add new members should generally be set to YES since the reg isn't for competitive events. You can even set Hide this field next to it to YES.

  6. You will generally set the date range for Open For New Members to the same as for returning unless the open spots are very limited and you want to open up to returning members first.

  7. Set all apparel selections to Hide.

  8. To get Email Notifications to Select Admins when Registration Occurs, set it to either Instant Notification to receive an email every time someone registers, or Daily Summary to receive one daily email with all regs for that day, then enter the email address to send the notifications to in the next field.

  9. Modify the Title Page, Agreements, and Success page as needed to reflect the specific member registration type.

  10. Fill in any other relevant fields and selections, then click Save Changes and then OK to confirm.

Fees Setup

  1. Unless you have multiple locations, leave Member Must Select [Location] to Register as NO.

  2. Payment options are also generally NO since seasonal teams typically collect all money upfront.

  3. For Registration Groups, you will generally have one called Member or Pool Member.

    • Click the Select link.

    • Unless the group already exists, click Add New.

    • Enter the Registration Group Name, such as Pool Member.

    • Click Save Changes.

  4. Check the box by the group you added, such as Pool Member.

  5. Click Select.

  6. Select the payment methods.

  7. If you have families with past due balances, set Connect Outstanding Balance to YES.

  8. Click Next >>.

  9. Select the Charge Category for the Group. You will typically leave the amount as $0.

  10. Under Per Account (Family) Charge, click Add More Per Family Charge.

  11. Fill in the details for the actual membership cost and click OK.

    Add per Account (Family) Charge
  12. Add any other fees or options, click Save Changes, and click OK to confirm.

  13. Repeat for each membership type

    • Create additional event registrations, such as Couples and Individuals, for each membership type.

How to Create a Landing Page with Links to Memberships

  1. From the left navigation menu, click Website Design.

  2. Click the Site Navigation overlay.

  3. If you want the page to be a top-level tab, click + Add Tab.

  4. If you want it to be a subtab, click + on the tab you want it under.

  5. Enter the Tab Label, such as Pool Memberships.

  6. Click + Add New Page.

  7. Give it the same Page Title, such as Pool Memberships.

  8. This would be a good one to set Show in Team Resources? to YES.

  9. Add marketing copy to Page Content describing your memberships, pricing, etc.

  10. Click Save.

  11. Click Save to close the Add Tab window.

  12. Click Close to exit the Menu Tabs window.

How to Add New Command Buttons Group to a Page

  1. Navigate to the newly created Membership page by clicking its name in the top navigation menu.

  2. Click the Layout Section overlay.

  3. Click Select component(s) to add.

  4. Check Command Buttons and click Select.

  5. Click Save.

  6. Click the Command Buttons overlay you just added.

  7. Click the Button Group dropdown and then click + Create new...

  8. Enter a name, such as Membership, and click Create.

  9. Click the Choose Display Type drop-down to select the button appearance.

    • Simple — button is a solid color with a small icon and label.

    • Image Thumbnail — The button has a larger label and can have an image that covers the entire button.

How to Connect Command Buttons to Event Registrations

  1. Now, you will add Command Buttons for each pool membership event registration based on the Display Type (skip the initial steps since you already have the dialog open).

  2. In step 7 of both procedures, click the page icon and select the appropriate event registration.

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