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Isaac Mejia 1.1 1 {{include reference="KBArticleHeader.WebHome"/}}
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3 = Navigating The New Member Portal =
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5 {{info}}KB: MSI Knowledgebase • Category: Member Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/navigating-the-new-member-portal_2091155457>>https://membersolutions-9221154.hs-sites.com/kb/navigating-the-new-member-portal_2091155457]]{{/info}}
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7 * [[Member Solutions Product Support>>index.html]]
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9 * [[Member Portal>>Member-Portal_1619689473.html]]
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11 Navigating The New Member Portal
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13 Created by
14 Cathy Beckstead, last modified on Mar 24, 2023
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16 [data-colorid=keenzkcdot]{color:#ff5630} html[data-color-mode=dark] [data-colorid=keenzkcdot]{color:#cf2600}[data-colorid=g5ghb6t7v8]{color:#ff5630} html[data-color-mode=dark] [data-colorid=g5ghb6t7v8]{color:#cf2600}[data-colorid=m3iugb0ywx]{color:#ff5630} html[data-color-mode=dark] [data-colorid=m3iugb0ywx]{color:#cf2600}[data-colorid=jwl6t9cfge]{color:#ff5630} html[data-color-mode=dark] [data-colorid=jwl6t9cfge]{color:#cf2600}Welcome to the Member Portal. Once you log into your member account, the icons on the right will take you to your **Dashboard, Profile, Schedule, Enroll, Marketplace **or **Sign Out**. These icons are on your right when viewing with your browser, or at the bottom of the screen when viewing on a mobile device. On your mobile device, the sign-out option is the three dots in the upper right.
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18 image:kb-2091155457-2112258051-1.png
19 //**View on computer browser.**//
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21 image:kb-2091155457-2112192521-1.png
22 //**View on mobile.**//
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24 **Dashboard**
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26 The **Dashboard **will give you a quick view of any alerts/messages, upcoming classes that your have pre-booked, remaining sessions purchased and upcoming scheduled payments.
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28 **Profile **
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30 The **Profile **section gives options to view/edit your **Profile, Personal Details, Manage Memberships, Manage Invoices**,** Recurring Payments **and **Payment Methods. **
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32 image:kb-2091155457-2112159755-1.png
33 **Editing your profile.**
34 === **Add a profile image.** ===
35 You can add a picture by clicking the **“pencil”** to upload your profile image.
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37 === **Questionnaires** ===
38 If your organization has assigned any waivers or questionnaires to you, you will see those under the **Questionnaires **option. You can view any completed questionnaires, or fill out any unfinished ones.
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40 === **Notification Settings** ===
41 Update your communication preferences by choosing how you would like to receive emails or texts from your organization. //Note: Your organization can confirm if they will send you texts, emails or both.//
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43 image:kb-2091155457-2091286536-1.png
44 === **Health Information** ===
45 Enter any **Emergency Contacts, Heath Insurance** **Information**, or **Additional Information** that your organization may require.
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47 image:kb-2091155457-2091319303-1.png
48 === **Manage Users** ===
49 Here you can add additional members that are attached to your account or edit existing members. If you are purchasing memberships for other people, you can add them here. You can add up to 5 users. Click **Add User** to add a member or **Edit User** to edit current members. //Note: You can also add users/members while you are purchasing a contract. See the section under **Enroll**.//
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51 image:kb-2091155457-2091581451-1.png
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54 === **Personal Details** ===
55 Click here to add/update contact information.
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57 image:kb-2091155457-2091352071-1.png
58 === **Manage Memberships** ===
59 Click here to view your current contracts. You can pay any past due amounts or view/download invoices or your signed contract PDF.
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61 image:kb-2091155457-2091220999-1.png
62 === **Manage Invoices** ===
63 Here you can view, download or email any past invoices or pay any unpaid invoices.
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65 image:kb-2091155457-2091515915-1.png
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67 image:kb-2091155457-2091515921-1.png
68 === **Recurring Payments** ===
69 Click here to manage any recurring payments. Click Edit to update the credit card link to that contract or recurring payment.
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71 image:kb-2091155457-2112192533-1.png
72 === **Payment Methods** ===
73 Click here to manage your credit card or bank account information. You can edit any current cards on file or add additional cards.
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75 image:kb-2091155457-2091253782-1.png
76 **Schedule**
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78 === **Viewing Your Schedule** ===
79 You can view your personal schedule, or any sessions/classes booked for any of the members linked to your account. Click **My Schedule** and choose the member from the drop down on the right to view their upcoming sessions or classes.
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81 image:kb-2091155457-2091188230-1.png
82 === **Booking a Class or Private Session** ===
83 To book a session, click **Schedule**. You can filter by staff member, appointment type or location. You can search by day, week or month. Click the schedule options in the upper right if your organization offers different types of schedules. Typically, group classes or private appointments.
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86 Click on the class you would like to book and choose the member that is booking the session. Then click **Book Now**. That class is now added to **“My Schedule”**.
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89 If your organization offers private training or lessons, choose the private option from the schedule drop down and click on the available timeslot. Choose the member and **Book Now**.
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92 **Enroll – Purchasing Memberships **
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94 === **Choosing Your Membership** ===
95 Click the **Enroll **tab to purchase memberships offered by your organization. Click the membership you would like to purchase and click **Join Now**.
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97 image:kb-2091155457-2091352081-1.png
98 image:kb-2091155457-2091319315-1.png
99 === **Selecting Members and Payment Information** ===
100 The terms or the membership are pre-set by your organization. You can select up to 5 users to add to this membership or click **Manager Users** to add/edit additional members.
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102 Select your **Payment Method** or add a payment method as needed and click **Review Contract**.
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104 image:kb-2091155457-2091646987-1.png
105 === **Signing the Contract** ===
106 The contract will have several sections for your signature. Sign with your mouse, finger or tablet pencil and click **Checkout**.
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109 === **Completing the Sale** ===
110 Once the contract is signed, click **Complete Sale**. Your initial invoice and contract copy will be emailed to you.
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113 **Marketplace – Purchasing items from your organizations store. **
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115 === **Purchasing Items, Sessions or Session Packages from the Store** ===
116 Click the **“shopping cart”** icon to purchase items that your organization has made available in the online store. You can search for specific items, or search by category or price point. Click the item to add to your shopping cart.
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