Wiki source code of Controlling What your Members See in Member Portal
Version 4.1 by Isaac Mejia on 2026/05/11 18:20
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4.1 | 1 | {{include reference="KBArticleHeader.WebHome"/}} |
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1.1 | 2 | = Controlling What Your Members See in Member Portal = |
| 3 | |||
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3.1 | 4 | **Applies to:** Member Manager — Portal Visibility settings |
| 5 | **Audience:** Club owners | ||
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1.1 | 6 | **Last updated:** May 13, 2026 |
| 7 | |||
| 8 | ---- | ||
| 9 | |||
| 10 | == Overview == | ||
| 11 | |||
| 12 | Member Portal includes a number of features — Schedule, Enroll, Marketplace, and more — but not every club uses all of them. If your club doesn't use a feature, you can now hide it from your members so they aren't distracted by sections that don't apply to your business. | ||
| 13 | |||
| 14 | The **Portal Visibility** settings page lets you turn individual Portal modules and dashboard widgets on or off. The changes apply to every member who logs into your Portal. | ||
| 15 | |||
| 16 | ---- | ||
| 17 | |||
| 18 | == Who Can Change These Settings == | ||
| 19 | |||
| 20 | Only **club owners** can change Portal Visibility settings. Staff members and other roles will not see this page. | ||
| 21 | |||
| 22 | When you turn a module off, you'll be asked to confirm — this is to prevent accidental changes that could affect every member's experience. | ||
| 23 | |||
| 24 | ---- | ||
| 25 | |||
| 26 | == How to Access Portal Visibility == | ||
| 27 | |||
| 28 | 1. Sign in to **Member Manager** as the club owner. | ||
| 29 | 1. Go to **Settings**. | ||
| 30 | 1. Select **Portal Visibility**. | ||
| 31 | |||
| 32 | You'll see a list of every module and widget that can be toggled, with a switch next to each one. | ||
| 33 | |||
| 34 | ---- | ||
| 35 | |||
| 36 | == What You Can Show or Hide == | ||
| 37 | |||
| 38 | === Top-Level Navigation === | ||
| 39 | |||
| 40 | These are the main sections members see in their Portal navigation. | ||
| 41 | |||
| 42 | |=Module|=What It Does| | ||
| 43 | |**Dashboard**|The Portal landing page with widgets (see below).| | ||
| 44 | |**Schedule**|The class and appointment schedule.| | ||
| 45 | |**Enroll**|Program and class enrollment.| | ||
| 46 | |**Marketplace**|Online product and package purchases.| | ||
| 47 | |||
| 48 | === Dashboard Widgets === | ||
| 49 | |||
| 50 | These appear on the Portal Dashboard. You can turn each one on or off independently. | ||
| 51 | |||
| 52 | |=Widget|=What It Shows| | ||
| 53 | |**Check-In Barcode**|The member's barcode for facility check-in.| | ||
| 54 | |**Messages**|Recent messages from your club.| | ||
| 55 | |**Upcoming Classes**|Classes the member is enrolled in.| | ||
| 56 | |**Remaining Sessions**|Session balances for packages or punch cards.| | ||
| 57 | |**Upcoming Payments**|Scheduled payments and amounts.| | ||
| 58 | |||
| 59 | === Always Visible === | ||
| 60 | |||
| 61 | **Profile** and **Sign Out** are always available to members and cannot be turned off. | ||
| 62 | |||
| 63 | ---- | ||
| 64 | |||
| 65 | == How to Turn a Module On or Off == | ||
| 66 | |||
| 67 | 1. On the **Portal Visibility** page, find the module or widget you want to change. | ||
| 68 | 1. Click the toggle switch. | ||
| 69 | 1. If you're turning a module **off**, confirm the change when prompted. | ||
| 70 | |||
| 71 | Changes take effect the next time a member opens Member Portal. | ||
| 72 | |||
| 73 | {{info}} | ||
| 74 | By default, **all modules are on** for every club. You only need to make changes if you want to hide something. | ||
| 75 | {{/info}} | ||
| 76 | |||
| 77 | ---- | ||
| 78 | |||
| 79 | == Common Scenarios == | ||
| 80 | |||
| 81 | **"We don't sell anything through Marketplace."** Turn the **Marketplace** module off. Members won't see Marketplace in their navigation. | ||
| 82 | |||
| 83 | **"We use external software for class scheduling."** Turn **Schedule** and **Upcoming Classes** off. Members won't see schedule-related views in the Portal. | ||
| 84 | |||
| 85 | **"We don't use the Portal for enrollment."** Turn **Enroll** off. | ||
| 86 | |||
| 87 | **"We only want members to use the Portal to check in."** Turn off all top-level navigation except Dashboard, and turn off every Dashboard widget except **Check-In Barcode**. Members will see a Portal focused on check-in only. | ||
| 88 | |||
| 89 | ---- | ||
| 90 | |||
| 91 | == What Members See == | ||
| 92 | |||
| 93 | When a module is turned off, members will simply not see it — they won't get an error or a message. The Portal will adjust to show only the sections you've enabled. | ||
| 94 | |||
| 95 | If you turn off **all** Dashboard widgets, members will see a friendly welcome message on the Dashboard instead of an empty page. | ||
| 96 | |||
| 97 | ---- | ||
| 98 | |||
| 99 | == Frequently Asked Questions == | ||
| 100 | |||
| 101 | **Will changing these settings affect Member Manager?**\\ | ||
| 102 | No. Portal Visibility only controls what members see in **Member Portal**. Your Member Manager experience is unchanged. | ||
| 103 | |||
| 104 | **Can I hide modules for some members and not others?**\\ | ||
| 105 | Not in this release. Visibility settings apply to all members in your club. | ||
| 106 | |||
| 107 | **Can staff still see these features | ||
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4.1 | 108 | {{include reference="KBSupportCTA.WebHome"/}} |