Member Portal
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.
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.
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
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
- Choose a Category
- 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”).
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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