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Set requirements for member groups

Define the details, documents and confirmations required for a member group.

Create the member group

  2. 2Give the member group a clear name and use Applies to to choose whether it is for adults or children.
  3. 3Open the newly created group and review its name, description and intended person before adding requirements.

Set requirements and the fee

  4. 7Review the name, wording, order and intended person. Turn on Active and Visible only when everything is correct.
  5. 8Test the public registration path with fictional details before sharing the link.

Remove a member group

  2. 10Check whether the confirmation dialog announces deletion or deactivation.
  3. 11Confirm only when the correct member group name is displayed.

How to tell that it worked

  • Details, documents and confirmations appear in the intended order.
  • Only genuinely necessary requirements are marked as mandatory.
  • A test using fictional details shows the correct person, requirements and prices.

If it does not work

The member group does not appear during registration.
Check Active, Visible and the assignment to an available membership fee. An incomplete configuration remains hidden deliberately.
Requirements appear for the wrong person.
For adult and child registrations, review the intended person for every detail, document and confirmation.

More guides

Relevant next steps for the same audience.

CRM registrationsReview registrations and pending workReview new registrations around the person and process missing steps with a clear history.CRM cancellationsReview cancellations in the CRMReview scheduled cancellations and deliberately confirm or withdraw them.CRM feesSet up membership fees and additional servicesConfigure fees, billing intervals and optional additional services clearly.
Set requirements for member groups | Clubbulc