How to create membership & custom forms

Here's how to create a membership form:

Access the Membership Manager

1. Navigate to the Club Admin button (go to Sidebar > Club Admin).
2. Open Manager by selecting "Manage Memberships" from the menu.

Build the Membership Tier

1. Click "Add a New Membership Type."
2. Enter a Name (e.g., 2026 Full Membership) and a Description.
3. List specific Benefits (e.g., "20% off at the local surf shop" or "Includes club t-shirt").
4. Set your pricing.
5. Competition Discounts: You can selectively provide discounts for specific divisions if members get cheaper entry fees than non-members.
6. Set the date the membership remains valid (e.g., December 31st, 2026).

Tie Membership to Competition Series

If you have already created a Competition Series, link this membership to it. This ensures that any event within that series recognises the user as a club member.

Build the Custom Registration Form

This section replaces paper forms by collecting data during the payment process.

1. Within the membership setup, scroll to the Registration Form section.
2. Add Fields: Choose your field type based on the data needed.
3. Text Field: For names or ID numbers.
4. Check Box: For "I agree to the Terms & Conditions."
5. Select Option (Dropdown): Best for Shirt Sizes (e.g., S, M, L, XL).
6. Radio Buttons: For "Yes/No" style questions.
7. Required vs. Optional: Toggle "Required" for mandatory info like Date of Birth or Terms agreement.
8. Leave items like "Shirt Size" as Optional if they aren't mandatory to join.
9. To save your custom form, click "Create Membership".

Membership Form Sharing & Testing

The membership will appear as "Inactive" initially. Review the details to ensure the price and form fields are correct.

1. After reviewing the form, toggle the status to "Active."
2. Exit Admin and click "View Memberships" from within the club zone
3. To test the form, select the tier & fill out the custom form.
4. Verify the tax is calculated (if applicable)
5. Proceed to Stripe checkout.

Sharing the Membership Form

1. Exit the Club Admin view.
2. Click "View Memberships"
3. Share this link with your Club community.

Updated on: 12/02/2026