Enabling the Self Serve Portal
We have a Membership Self Serve Portal that lets your membership organization allow members to manage their own membership through their profile. You can decide which settings they can manage. This makes it so that members do not need to come to you to make these changes since they can do it themselves.
TABLE OF CONTENTS
Self-Serve Portal Settings
As the director, you can control which self-serve pages members have access to in the self-serve portal by going to Memberships >> Self-Serve Portal Settings.
You will then check the boxes of each page that you want to display to members and click Save Settings.
There are five different settings that you can enable for your members to update:
- Update Question Responses: Allows the member to update their responses to your custom questions.
- Add Member: If the membership allows more than one member, this allows them to add another person to the membership.
- Edit Member: Allows the member to update their member information (name, email address, DOB, gender, street address, and phone number).
- Store: Shows the member what store items they have purchased for your club. Also gives them a link to purchase more store items.
- Cancel Membership: Allows the member to cancel their membership. This ends the membership immediately and they do not receive a refund.
Enabling the Self-Serve Portal
Once you have turned on the pages that you want members to have access to, you then need to enable the self-serve portal so that members can see the portal.
To do this go to Website >> Website Builder. On the right-hand Navigation side, click the +icon and then Add New System Page.
Choose the "Membership Self Serve" option from the System Page drop-down and click Apply Settings:
You will then click Save at the top to create a new tab for your members to access the portal with to manage the memberships.
What Members See
This is what members will see if all options are enabled.
The one below is for a family membership. You can see the primary member as well as the other members. This membership has allowed all editing, including membership information, updating question responses, adding more members if more are allowed, and cancelling the membership.
The one below if for an organization rather than an individual or family, so organization information can be edited:
Editing the information is simple and easy for your members. Fields can be set an optional, required, or not shown:
