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Membership Categories: Step by Step - Adult Membership
This is a step-by-step guide to creating your first Membership Category. The Membership Category we will be creating will be an “Adult” Category with some common settings. This will not show all options or capabilities of Membership Categories, but will give a brief introduction to some of the most used settings.
For further, more detailed guidance on Membership Categories, read the full guide here: How to Create a New Membership Category
You can also follow along with this tutorial on our YouTube channel: myClubhouse Membership Categories Tutorial: Adult Membership
Instructions
Log in to your myClubhouse site.
Navigate to Subscriptions > Membership Categories.
Click “Add Category”.
Enter the Name of the Membership Category.
Enter a short description about the Category, including who is eligible, and the benefits these members receive. This will be visible to members.
Leave the Start Date as “User selects start” and “As Soon As Possible”. This will mean that the Subscription will start on the day that the member registers.
Leave the End Date as “Season End Date” and a Duration of 1 year. This means that the Subscription will end at the end of the current season.
Click “Costs” to move to the Costs tab.
Enter the Subscription Cost.
Select “Subscriptions” for the “Subscription Cost Payment Scheme”. This controls how a member can pay for their Subscription.
For the “Subscription product categories” select “Subscription”.
Click on the “Renewals” tab.
Automatic Renewals are a very useful and commonly used tool, but for your first year, we recommend doing renewals manually. So leave “Automatically Renew?” set to “No”.
Set the “Renewal Grace Period” to 7 days.
Set the “Renewal Reminder Period” to 30 days.
Click “Restrictions” to move to the Restrictions tab.
Leave “Available to new applicants?” and “Available to existing members?” checked.
Set the “Age Range” to be “From 18”.
Check “Available to those without a Date of Birth” to accommodate any missing dates of birth in any imported data.
Click “Save Changes”.
