Setting up for membership

Setting your portal up for membership

Your membership set up can be as simple or as complicated as your club needs it to be.

Some clubs may have very few membership categories and may not be concerned about members registering themselves online, while other clubs may have many membership types and add ons and would like to restrict certain members from registering for different categories and add ons. This is completely unique to each club and how they operate.

NOTE: This section of your portal and website will need to be reviewed and updated annually each time you begin a new season. This guide aims to provide you with the key points to setting up and maintaining membership in the system.

What are your membership categories?

Consider your different membership categories and pricing. These are referred to as Payment Classes.

What information do I want to collect from each type of member?

The system will allow you to collect different information for each type of member.

For example: for all members you may want to ask them if they are able to volunteer? But for your Adult Racing Members you may want to ask them which day they are sailing?

Consider what information you want to collect.

How to set up additional fields

Navigate to MEMBERS > SETTINGS and click the Additional fields tab

Click + Add additional field (at the bottom of the page) to set up additional information fields (these fields can be in a variety of formats, e.g. text field, checkbox, dropdown, etc)

How to hide or make fields required

Navigate to SITE > SETTINGS

Scroll down to the Member information fields section and toggle the Displayed/Required options for each information field

How to set which payment classes are shown additional fields

Navigate to FINANCE > PAYMENT CLASSES

Click Add payment class or edit a payment class by selecting the 3 dots on the right of an existing payment class and selecting edit

Scroll down to the Additional fields section and select which additional fields will apply when selecting the specific payment class at the point of registration

The ticked additional information fields will appear against their member profile as well as when they register online

Payment Classes

Payment classes are how you will set up your different member types in the system.

How to set up Payment Classes

Go to FINANCE > PAYMENT CLASSES > ADD PAYMENT CLASS

Select REGISTRATION FEES for the PAYMENT TYPE

Then select FULL MEMBERSHIP

Complete the required fields to create your payment class

CONSIDER: Are there any payment classes that will not be available to new members?
If Yes: make sure you add a restriction in the Restrict this payment class to new or returning members only drop down

How to set up your website for membership

The system has one central registration page which for your portal will be www.revolutionise.com.au/YOURCLUB/REGISTRATION

If your club offers Membership, SailPass and Courses, we advise you to keep the information on this page as generic as possible.

If your club offers Membership, SailPass and Courses:

For each of your groups of members ie: Full Members, Course Participants and SailPass members we suggest creating a page of information and linking this to your Registration menu. From this page, you can then direct your members to the generic registration page.

Your link from each membership group page to registration will need to be updated annually.

Customisation

Creating additional information fields for different payment classes
Different welcome emails for different payment classes
Registration restrictions for different payment classes
Different add ons for different payment classes