Creating a Membership Registration is ideal for registering any monthly, annual, or one-time membership options your organization offers. This article will walk through how to create a new Membership registration.
Step 1: Navigate to the Dashboard > Registrations
Under the "Dashboard" tab, click on "Registrations" on the left-hand side of the screen and ensure you are on the "Memberships" tab:
Step 2: Choose "+ New Membership" to create a new program.
Step 3: Name your Membership and add Membership details
Enter the name of your Membership and provide details about your Membership.
Choose whether you'd like your Membership to show in the Memberships tab of the site navigation. *Note: If this is your first Membership and you do not already have the "Memberships" menu item added to your site navigation, please reach out to us at firstname.lastname@example.org, and we'll get that added.
Enter your Membership refund policy.
Step 4: Navigate through Membership options to complete setup, including:
Settings - Adjust all of the details about the Membership that you added when you created it, including the refund policy, the Membership displaying in the Membership tab, etc.
Edit - Customize the information displayed to your community and members about the Membership. We start you with a few template examples of information you may want to include, but you have full control over what shows on this page for your community to see:
Volunteers - Add specific volunteer roles or needs that you can ask parents to raise their hand for at registration. This will show as a series of checkboxes for parents to indicate which role(s) they're interested in volunteering for, and will set you up with a list of potential volunteers from the registration report, where sending them a quick email about the next steps is a couple clicks away.
Positions - Collect player position information at registration (not required).
Questions - Add any questions you'd like to ask during registration. Crossbar will automatically collect the Player's Name, Birthdate & Home Address, and the Parent's Name, Email & Phone Number. If you need to collect additional information from registrants, Questions are the perfect place to do so!
TIP: Need to collect waiver sign-offs? Adding them as a Question where folks can click a button to "Agree" or type their name in as a digital signature is a great way to streamline the collection of that information!
Upsells - Add additional costs or add-on options, like merchandise, donations, etc. as options for your registrants to pay for at registration.
Step 6: Add a new season
Once your Membership is set up, add a new season with this year's information.
Choose and enter the season name and dates of play. Describe the season, choose whether or not your season shows on the program page, and select the registration status (live, hidden, or disabled).
Step 7: Navigate through season options to complete the setup, including:
Settings - Similar to the Membership settings, these season settings allow you to adjust any initial info you added when creating the season.
Sign Ups - Your registration report with all of the data collected from players at registration.
Teams - Add your teams when ready. This does not need to be completed before you go live with registration. For more information about creating and rostering your teams, view our help page here.
Age Levels - Enter the different age levels that will be a part of this Membership. This will group your participants and help to classify your teams.
Prices - Add the prices for your Membership, including standard Membership, custom Membership & Discount Codes. While adding a new Membership price, you'll be able to choose the Type (Annual, Monthly, One-Time or Free), as well as the Renewal Schedule/Terms for that Membership.
TIP: Discount Codes will only be eligible on their first payment if you are setting up a Monthly-renewing Membership; if you have a discount to be applied to each month's payment for an individual, we recommend creating a Custom Membership with that discounted total as the monthly cost for the Membership.
Documents - Add required documents for folks to upload through registration or when rostered.
Step 8: Save and publish
Once you've completed the setup, you can adjust your "Registration Status" to Live and start accepting Membership registrations. You can always go back and make changes or updates as needed.
By following these simple steps, you can create a new Membership and Season to get started with your registrations. If you have any questions, please don't hesitate to email us at email@example.com or chat with us directly from your Crossbar site!