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CRM Activation and Onboarding
Before you can begin accepting registrations, you must activate the CRM for your organization and complete the Stripe onboarding process. This ensures that all payments collected during registration are securely routed to your organization's bank account. 1. V...
CRM Settings and Content
CRM Settings and Content Once onboarding is complete, you should configure the global content that appears across your registration portal. These settings provide the "face" of your club to prospective members. Registrations Page Content This is the "Join Toda...
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 Registr...
The Member Registration Experience
Understanding what your members see during registration will help you configure your content and pricing more effectively. The process is divided into several logical steps. Step 1: The "Join Today" Landing Page Members start at /o/your-club-slug/crm/registrat...
Member Registration Guide
How to Register for Your Club Membership Welcome! We are excited to have you join our club. Registering for a membership is a simple, multi-step process that ensures all your family information is correct and your digital ID cards are ready for your first visi...