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Wiki source code of Setting Up The Member Portal

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1 {{include reference="KBArticleHeader.WebHome"/}}
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3 = Setting Up The Member Portal =
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5 {{info}}KB: MSI Knowledgebase • Category: Member Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/setting-up-the-member-portal_1317994554>>https://membersolutions-9221154.hs-sites.com/kb/setting-up-the-member-portal_1317994554]]{{/info}}
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7 * [[Member Portal>>Member-Portal_1619689473.html]]
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9 Setting Up The Member Portal
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11 Created by
12 Brian Houy, last modified by
13 Cathy Beckstead on Feb 11, 2021
14
15 **Member Portal**
16
17 The Member Manager Member Portal works with your software to allow members access to their account, update their credit card, book classes and purchased items and memberships. Members only need to setup their login and password and log into your site. They log in to the same site you do, which would be your site name + [[myvolo.ca>>http://myvolo.ca]]. [[https://sitename.myvolo.ca>>https://sitename.myvolo.ca]].
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19 [[View this article on the Member Manager login page.>>https://membersolutions.atlassian.net/wiki/spaces/MSIKB/pages/1484357641/Member+Manager+Login+Page]]
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21 **Setting Up Member Portal**
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23 The member portal can be customized in a few of the areas of the software, setting up member permissions, setting up items/contract to purchase in the market place, customizing the dashboard and setting up the sign up link.
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25 **Member Permissions**
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27 To setup Member Permissions, go to Setup>Schedules.
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29 image:kb-1317994554-1317994572-1.png
30 There are two types of permissions, specific permission for a particular schedule – to allow to book classes, cancel appointments, etc. and common member permissions to allow access to sections of the member’s profile. Click Member Permissions for the schedule you would like to adjust. Below is a description of the permissions setup.
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32 image:kb-1317994554-1317994579-1.png
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34 **Schedule Status:** Sets options for members to view schedule and/or hold their spot in classes or book appointments.
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36 **Hide:** Member will not be able to view this schedule.
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38 * **Read Only:** Member will be able to view this schedule, but not book classes/appointments.
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40 * **Read/Write:** Member will be able to view this schedule and book classes/appointments.
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42 * **Can be viewed without logging in:** Use this option along with the scheduling widget or the MemberAssist mobile application to integrate the schedule with your website or mobile app.
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44 * **Booking restrictions:** Sets limits to booking times frame from earliest to furthest day ahead.
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46 * **Cancellations:** Allows or prohibits cancellations online
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48 * **Pay When Booking:** If **No**, the Member Manager will allow booking and add sessions on to account. If members already have a contract/membership in place, then they will have session available to boo. If **Yes**, Member Manager will ask for payment if the member has no sessions pre-purchased.
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50 * **Recurrence:** Allows the members to book recurring appointments from the member portal. For example, select **No** if you have your classes setup for a full year or more, but only want your members to book their spot for one upcoming class at a time.
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52 * **Common Member Profile Permissions**
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54 **Hide:** Member will not be able to see the tab
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56 * **Read Only:** Member will only be able to see the tab, but not edit information
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58 * **Read/Write:** Member will be able to see the tab and edit information
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60 * **Profile:** Displays member’s personal information
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62 * **Interests:** Displays member’s selected interests
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64 * **Activities:** Displays member’s activities within your facility. Classes, private lessons attended, etc.
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66 * **Account:** Displays member’s items on account, remaining sessions, contract details and invoice history.
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68 * **Questionnaires:** This tab allows members to access their questionnaires, and to complete any assigned questionnaires/waivers.
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70 * **Admin:** This tab allows members to add/edit their credit card information.
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72 **Setting Up Dashboard**
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74 image:kb-1317994554-1317994585-1.png
75 image:kb-1317994554-1317994591-1.png
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77 * **Show Dashboard** – Allow members to view dashboard.
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79 * **Start Page** – Set as landing page for member login.
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81 * **Welcome Message** – Welcome Message will show at the top of the member portal dashboard. This can be plain text, or you can add html code to format.
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83 * **Show Activities This Week** – Shows this week’s booked classes/appointments.
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85 * **Show Alerts** – Shows member alerts. This can be setup under Setup>Alerts on your Member Manager login. Click the alerts link for more details. [[Alerts>>Alerts_1484292180.html]]
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87 * **Show Invoices** – Shows invoices due on dashboard screen.
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89 * Sessions Remaining – Shows any purchases sessions that have not been used.
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91 * **Show Auto Renewals** – Shows any monthly renewal for recurring packages or contracts.
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93 * **Show Blog RSS** – Allows you to setup your RSS feed.
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95 * **Show Gadgets** – Allows you to insert code for any gadgets you would like to use, such as calorie counter, BMI calculator, etc.
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97 **Setting Up Store**
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99 image:kb-1317994554-1317994597-1.png
100 Here you can setup your store policies for **Privacy**, **Shipping** and **Return**.
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102 image:kb-1317994554-1317994603-1.png
103
104 * **Send E-mail From:** Setup the “from” address for invoice copies that go to your members when they purchase. If blank, the from will show as the Member Solutions system email ([[mmemail@membersolutions.com>>mailto:mmemail@membersolutions.com]]).
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106 * **Admin’s E-mail:** Set your Admin email address to receive a copy of each invoice for items purchased online. If left blank, no email copy will be sent to you, only to your customer.
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108 ** Setting Items for Marketplace**
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110 image:kb-1317994554-1317994609-1.png
111 When setting up your inventory items, you can choose individually which items will be allowed for purchase in the Member Portal Marketplace and which will only be sold from your Member Manager login POS. To setup any items as “allowed for store”, go to **Setup>Inventory>Items** and click **Edit** on the specific item. Click **“allowed for store”.** You can also upload an image of the item.
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113 image:kb-1317994554-1317994615-1.png
114 ** Setting up Contracts for Membership Sales**
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116 image:kb-1317994554-1317994621-1.png
117 Setting up Contracts for the store is similar to setting up your items. Go to **Setup>Inventory>Packages** and click **Edit** on the package you want to allow to sell through the Memberships section. Click **“allowed for store”.** You can also add an image and a description of the contract.
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119 image:kb-1317994554-1317994627-1.png
120
121 **Self Registration Link**
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123 To setup your self sign-up link for members to create their profile and login to the Member Portal, be sure that you have the Self Registration option allowed. Go to **Setup>Settings>Club Settings** and check the **“Self Registration Allowed”** option.
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125 image:kb-1317994554-1317994633-1.png
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127 To choose the fields for your self-registration form, go to **Setup>Marketing>Registration** and click **Edit**. You can streamline the sign-up process by unchecking fields leaving only minimum required fields such as First Name, Last Name, Cell Phone and Email. In the example below, we kept the additional options of Address, Date of Birth and setting Automated Reminder options.
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129 image:kb-1317994554-1317994639-1.png
130 image:kb-1317994554-1317994645-1.png
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132 **Finding your unique site link:** To find your link, log out of your Member Manager and click Sign-Up from the login page. The sign up link will be in the address bar. Alternatively, the link will be your Member Manager site link and add /v2/Account/SignUp. Example: [[https://sitename.myvolo.ca/v2/Account/SignUp>>https://sitename.myvolo.ca/v2/Account/SignUp]].
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134 image:kb-1317994554-1317994651-1.png
135 image:kb-1317994554-1317994657-1.png
136 ** Adding Waivers to Self-Registrations**
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138 image:kb-1317994554-1317994663-1.png
139 image:kb-1317994554-1317994669-1.png
140 Tagging waivers/questionnaires to the self-sign up form will allow members to fill out additional required forms conveniently online and in one-step. Go to **Setup>Personalize>Questionnaires** to setup online forms. Any form can get tagged to **Self Registration** and will show below the sign-up fields when members click your sign-up link. [[View this article for more details on setting up Questionnaires.>>https://membersolutions.atlassian.net/wiki/spaces/MSIKB/pages/1484292346/Create+A+Questionnaire]]
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142 [[Click Here for more details on Navigating the Member Portal>>https://membersolutions.atlassian.net/wiki/spaces/MSIKB/pages/1317994547/Navigating+The+Member+Portal]]
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144 {{include reference="KBSupportCTA.WebHome"/}}