Upgrading Your Club to a Membership Organization
Why Upgrade to Memberships
We are have built a new Memberships platform for clubs that brings over many new features to allow for much more flexibility in memberships and building your website. New features have already been added to membership organizations including Email V2, Website V2, and auto-renewals. More features will be released as well and the functionality will continue to build.
You can read more about this here and here, or watch this helpful webinar here.
How to Upgrade to Club Memberships
You can upgrade your Club to Memberships anytime via the “Upgrade” button on your existing Club Dashboard. You will be taken to a page that tells you what will and will not transfer over before confirming the upgrade. Please read this information carefully before continuing:
We recommend you wait to upgrade until you have some time to make additional updates. Some updates that are needed can be completed gradually, but you will need to bring over some content and settings manually. You don’t have to start from scratch, though. Once you upgrade, your new Memberships Dashboard will have a menu item called “Legacy Content” Here, you’ll find all the content, reports, and settings you need to be able to get your new Membership Organization up to date.
These are the key items you will need to re-configure:
- Custom website content
- All email marketing settings, templates, lists, etc.
- Coupons
- Donation settings
- Store settings, items, and orders
- Custom Notifications
- Non-director club access (all directors with full access will carry over, but partial access will need to be reset).
Some of those items you may need to get setup immediately when you upgrade, while others like email lists & templates you can bring over gradually as you start using Memberships. Additionally, you can start by bringing over only crucial website content initially, and take your time building out a full website with the new tools.