Member Portal

• Allow Member Access
• Setup Portal Billing
• Sign Up Online
  • Membership Display
• Allow Bookings via Portal
• Allow Cancellations via Portal
• Post Club Notices in Portal
• Portal Communication
• Allow Member Holds via Portal
• Customize How Portal Looks Online
• Frequently Asked Questions
• Setup Member App

Membership Display

Set up how memberships appear in the Member Portal — grouped by category, color-coded, and optionally arranged by payment frequency using a Multi-Step flow.

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Step One - Create Membership Categories

Organize memberships into groups for easier member navigation.

• Go to Settings > Membership Categories
• Click Add Category, e.g.:
  • Gym Memberships
  • Visit Packs
  • Swim Access
• Set a Sort Order to control the display order (default is alphabetical)
• Each membership can belong to one category only

Category names appear as section headers in the Member Portal.

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Step Two - Choose Membership Colors

For each membership:

• Go to Settings > Membership Types
  • Click Add / Edit membership
  • Set a Membership Color
    • Click the color bar under the membership name
    • Choose from default palette or select Custom Text will automatically adjust (black/white) for readability

Repeat for every membership to be sold online

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Step Three - Choose Display Style

Choose how memberships are presented during sign-up.

Option A – Category View

• Members select a category, then see all memberships within that group
• No further setup needed beyond Steps 1–2

Option B – Multi-Step Membership List

Guide members through two selection steps

1. Choose a Category
2. Choose a membership, organized by Payment Frequency (e.g. Weekly, Monthly)

To enable, go to Settings > Advanced Configuration > Member Portal Configuration > Membership

• Enable Multi-Step Membership List
• Customize payment frequency labels in the same section (e.g. “Weekly” → “Pay Weekly”).

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Step Four - Preview & Test

Walk through the Member Portal sign-up flow to check:

• Category grouping and order
• Payment frequency sorting (if Multi-Step enabled)
• Membership descriptions and color visibility

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In example below, the club has divided their memberships into 3 categories; Gym, Classes and Gym, and Visit Packs.
Multiple memberships can be added within each category.

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