Quick Start: How to Create a New Membership Category

This quick start guide will go through the basics of how to create a new membership category for your club, using an example for the most common options selected. If you want more detail, or extra options included in your membership category, the full guide can be found here: How to Create a New Membership Category

The example in the steps below shows how to set up a basic junior membership.

Instructions

1. Sign in to your myClubhouse site with an Administrator-level account.

2. Navigate to the Membership Categories (admin) page:

   1. by default this is under the Subscriptions menu.

   2. or type “/Admin/Membership/Categories” into your browser’s address bar e.g.

      Open

      

       

   3. or use the Search tool in the toolbar to search for Membership Categories

      Open

      

       

3. Click the “Add Category” button on the right hand side of the screen.

    

4. Enter the basic information for your new membership category:

   1. Name: The name displayed for this membership category.

   2. Description: A description of this membership category, often includes who is eligible for it and any specific perks or restrictions that make it differ to other membership categories.

   3. Role when Active: Choose from “Adult Member”, “Junior Member”, or “Guest” to help the website understand which level of permissions you would like members in this category to have. This example, uses “Junior Member”.

   4. Membership Type: Select “Core/Standalone” so that this membership category isn’t linked with another.

   5. Is Obsolete: Make sure this is set to “No” otherwise no one will be able to use this membership category.

5. Select the start and end dates for this membership category:
   
   Note: Start Date settings are specifically for new joiners registering for the first time.
   
   

   1. Start Date Mode: Select “User selects start”.

   2. Start Options: Select “As Soon As Possible” so that their membership starts straight away.

   3. End Date Mode: Select “Season end date” so that the membership ends at a fixed point of the year, in time for the new season.

6. Select the costs associated with this membership category:

   1. Subscription Cost: Fixed cost for this membership for the year.

   2. Payment Scheme: Select Default (this example provides cash, cheque, or Stripe as options for the user to pay for their membership - you will set up your club’s default options later).

   3. Early Payment Option: Select “No”.

   4. Partial Rate Calculation: Select “None”, this will leave the cost as a fixed price at any point during the year.

   5. Joining Fee: Select “No”, this means that there is no joining fee for new members.

   6. Award Tokens: Select “No”, this means that the user won’t be given any tokens on sign up.

   7. Product Categories: Leave Joining Fee blank, and select “Subscription”: for Subscription Product Categories. This is so that payments can be grouped together, for analysis and applying discounts.

7. Select the workflow options associated with this membership category:

   1. Approval Mechanism: Select “Automatic”, this requires less admin work, and ensures your club gets their subscription fees more quickly.

      Leave all other options on the Workflow tab as their defaults.

8. Select the renewal options for this membership category:

   1. Automatically Renew: Select “No” so that the renewals can be manually sent out, and controlled.

   2. Allow self-renewal: Select “No” so that members can’t renew their own membership.

   3. Renewal Grace Period: Set to “14” to give a 2 week extension to members' access if they are late in paying their renewal.

   4. Renewal Reminder Period: Set to “14” to give the membership secretary 2 weeks' notice when there are memberships in need of renewal.

   5. Renewal Progression: Select the membership that would follow on from this one if the member no longer meets the requirements by clicking the down arrow button. In this case, the category will renew into the same category (“THIS CATEGORY”) until a junior turns 18, when it will renew into the Adult Member category. Note that the second option could be blank for an adult membership.

9. Select the restrictions that apply to this membership category:

   1. Invitation Only: Untick this option, so that members can sign up for this membership category themselves (rather than an administrator having to do it for them).

   2. New Applicants: Tick this option, so that new members can qualify for this category.

   3. Existing Members: Tick this option, so that existing members can qualify for this category.

   4. Group Membership: Untick this option, so that members can sign up to this membership category on its own.

   5. Age Range: Use this to set the age range that this membership category applies to. In this example, juniors are under 18 so the maximum age a junior can be is 17 which goes in the second box.

   6. Genders: Select “All Genders” so it is offered to people of any gender.

10. Press the “Save Changes” button on the bottom left of the screen.

11. Repeat all steps to create all membership categories.

For a more detailed description of all of the options available when creating a new membership category, read this guide here: How to Create a New Membership Category

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