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Creating and Managing Registrations

Registrations are the specific membership packages you offer. You can have multiple active registrations at once, allowing for different membership tiers or "Early Bird" pricing.

Creating a New Registration

Navigate to CRM > Registrations and click New Registration.

Basic Information

  • Name: The public name of the membership (e.g., "2024 Full Family Membership").
  • Resulting Member Type: The category members will be assigned to upon completion (e.g., "Family", "Senior", "Junior").
  • Active/Hidden: "Active" makes it available for signup. "Hidden" keeps it active but requires a direct link (useful for private memberships).

Content Sections

Each registration type has four unique content areas:

  1. Welcome Content: Shown at the very start of the registration process.
  2. Pricing Description: Explains the costs associated with this specific tier.
  3. Check Payment Instructions: Shown only if "Allow Check Payment" is enabled. Include mailing addresses or drop-off instructions here.
  4. Registration Complete Content: The final message shown after successful payment/completion.

Pricing Schemes

PoolMMS supports two main pricing types:

Type Description Use Case
Fixed A set price based on the number of family members. $500 for up to 4 members, $50 for each additional.
Formula A dynamic calculation using math logic. (m * 100) + 250 where m is the number of members.

Fees

You can add multiple fees to any registration:

  • Fixed Fee: A flat charge (e.g., $50 Application Fee).
  • Fixed Per Member: Charged for every person in the registration.
  • Percent Fee: A percentage of the base membership price.
  • Stripe Fee: A special fee type that can calculate and pass through credit card processing costs to the member.

Constraints & Requirements

  • Requires Existing Membership: Enable this if the registration is only for members who are already in the system (e.g., a "Renewal" registration).
  • Allow Check Payment: If enabled, members can bypass the credit card step and be marked as "Pending Payment."

Pro-Tip: Use the Pricing Scheme Configurator (available in the admin tools) to test your formulas before taking them live. It uses the Dentaku logic engine.