Member Portal

Allow members online access to their account and membership details, bookings, communication history and workout plans

• Allow Member Access
• Setup Portal Billing
• Allow Sign Up Online
• Allow Bookings via Portal
• Allow Cancellations via Portal
• Post Club Notices in Portal
• Portal Communication
  • Portal Communication Settings
  • Assign Confirmation Templates
• Allow Member Holds via Portal
• Customize How Portal Looks Online
• Configuration Summary
• Frequently Asked Questions
• Setup Member App

Assign Confirmation Templates

Your key confirmation templates related to online actions are assigned via Member Portal Configuration.
Create / Edit existing templates first, to ensure they match the needs of your club. Once completed, you can confirm correct templates are assigned to their corresponding situation.

Go to Member Portal Configuration;

• Select which of the following email options are enabled (will send email to members when event occurs)
• Assign correct email to each option; ensure email template is edited to suit your club’s needs

Check through each of the following sections;

• Classes
  • Confirmation email; member books a class online
  • Confirmation email; member added to class waitlist
• Communication
  • Confirmation email; new member signs up online
  • Confirmation email; existing member adds new membership online
  • Confirmation email; member cancels membership online
  • Confirmation email; member books service online
  • Confirmation email; member cancels waitlist booking online
  • Confirmation email; member cancels class booking online
  • Confirmation email; member updates payment details online
  • Confirmation email; member pays outstanding account balance online
  • Confirmation email; somebody fills in the Contact Us page
  • Confirmation email; member resets password online
• Point of Sale
  • Confirmation email; purchases paid online

Save

Next - Allow Member Holds via Portal