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Resources allow you to track a finite set of items and assign them to members. While the possibilities are endless, common Resource sets are lockers and boat parking spaces. You can have more than one Resource Set for different purposes and Resources.

Subscription Resource Sets

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1. Navigate to “Subscriptions > Membership Categories”.

2. Click the green “Add Category” button.

   

3. Navigate to the “Workflow” tab.

   

4. Scroll to the “Resource Bindings” section.

   

5. Next to “Resource Set”, click the green plus.

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6. Complete the wizard:

   

   1. Name: The name of the Resource Set.

   2. Resource Term: Define the term for each Resource. This example uses “Locker”, but can be whatever each Resource is.

   3. Resource Form: Select a Form (or click the green plus to add one) to gather more information about each Resource. This could be information about size, name, or location. Get help on creating Forms by following this guide: Forms

   4. Subscription Form: Select a Form (or click the green plus to add one) to gather more information about the Subscription. For example, if the Resource was a parking space, the information may be about the vehicle that will be parked there. Get help on creating Forms by following this guide: Forms

   5. Roles: Add Roles if you want to be able to assign multiple people to the same Resource at the same time. An example may be assigning a two person locker to two different members.

   6. OK: Once happy with the details, click “OK” to save the Resource Set.

7. Complete the rest of the Membership Category setup as normal. This guide will assist you: How to Create a New Membership Category

8. Click “Save Changes” to save the Membership Category.

   

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1. Navigate to the appropriate Resource Set.

2. Click the green “Add Locker” button. “Locker” will be replaced by whatever Resource term you defined above in step 6b (for Subscription Resources) or 3b (for Event Resources).

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3. Complete the wizard:

   

   1. Name: The name of the Resource.

   2. Description: A short description about what the Resource is. This can contain any relevant information.

   3. Has Address: Check if the Resource has a physical address. You can then enter the specifics of the address. Note: This only applies to Subscription Resource Sets.

   4. Ordinal: The order the Resources are displayed in. The smaller the number, the higher up it will appear in the list.

   5. Obsolete: Leave this unchecked, unless the Resource is no longer needed.

   6. Save changes: Once happy with the details of the Resource, click “Save changes” to save it.

4. Repeat to add all Resources.

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1. Navigate to the appropriate Resource Set.

2. Click the white “Import Lockers” button. “Locker” will be replaced by whatever Resource term you defined above in step 6b (for Subscription Resources) or 3b (for Event Resources).

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3. Select the Excel file you want to import from.

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4. Select the relevant worksheets you want to import the Resources from.

   

5. Choose whether to load everything from the sheet, or certain sections of the sheet.

   

6. Click “Map Import Fields”.

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7. Assign the fields for each of the columns. Make sure that the myClubhouse Field doesn’t appear more than once across all the columns.

   

8. Import settings:

   

   1. All or nothing: If selected, the data will only be imported if there are 0 errors. Otherwise, if any rows have errors, they will be missed but the rest of the data will be imported.

   2. Treat "NULL" as no value: If a cell is filled with “NULL”, this will be treated as the field being blank, if this option is checked.

9. Click “Import” to import the Resources.

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