Settings

Configure Member Management settings: branding, users and roles, access control, cancellation and freeze reasons, member attributes, add-ons, schedule ahead, club switcher, and pre-sale mode. These articles cover the operator workflow inside Client Preferences.

OVERVIEW

Settings overview

Overview of the Settings sub-section and how Client Preferences are organized. For operators

Client Preferences overview

Overview of Client Preferences with quick reference for sub-section preferences. For operators

BRANDING

Branding and club info

Global club branding, site branding, and main account email. For operators

ACCESS AND USERS

Users and roles

Set up and manage users and roles. For operators

Access control

Configure access control for Member Management users. For operators

Cancellation and freeze reasons

Configure cancellation and freeze reasons used in member workflows. For operators

MEMBER ATTRIBUTES

Member attributes

Configure member attributes for use across Member Management. For operators

ADD-ONS

Add-on management

Add-on edit and entry, including recurring add-on terms. For operators

SCHEDULING SETTINGS

Schedule ahead

Configure schedule ahead settings used by Scheduler. For operators

MULTI-CLUB

Club switcher

Use the club switcher in the member profile panel for multi-club operations. For operators

PRE-SALE

Pre-sale mode

Pre-sale mode for displaying TBD dates on contracts and online enrollment. For operators