Notifying Your Members of the Membership Web Portal

Notifying Your Members of the Membership Web Portal

Article Contents: 

We recommend that facilities provide their member base with an informational email that guides members through a step-by-step process to gain access to your facility's membership portal. There is exciting functionality that this provides to your member base depending on the features you enable, from viewing all transaction history, invoices, minimum spend progress, and payments to booking tee-times, activities, events, and much more!

Email Template:

For your ease of use, we have provided an example email template below that can be used to send out to your membership base. You'll notice some fields designated in bold and in brackets that require input from you to customize it to your facility and specific customer. This includes your Customer Name often defined as a merge field in your chosen email marketing tool, your facility name, and the landing page of your setup membership web portal.

Hello [Customer Name]

On behalf of [Facility Name], I wanted to personally say thank you and welcome you to our community!

Listed below are helpful instructions to get you familiar with your member portal. 

Membership Portal Sign-In:

1. Click on this link to navigate to our membership portal: [Embed or paste your landing page set up with your membership portal or copy the URL for "Membership" found in Settings -> Iframes]

2. Click "Forgot Password"

3. Enter your email address in the forgot password box.

4. Click "Reset Password".

5. Check your email for the reset password email, then use this temporary password given in the email to log in to your account with the link in step 1 above.

Once you are logged in please follow these steps to create a new password:

1. On the left-hand side of the screen you will click "Settings"

2. Then click "Change Password" this will be your new password when signing in to the membership portal to book tee times and sign up for other member events. 

If you are a monthly member you must set up auto-pay so your membership stays active. Please follow the steps listed in the link below to set up autopay.

1. Once you are signed in to your account, click the "Auto-Pay Setup" on the left-hand side of the screen. 

2. Select either the Credit Card or ACH option and input the requested information into our secure web form. 3. Click submit and you're all set!

For more in-depth instruction head over to the Bulletin Board to find helpful articles on getting to know this new membership hub.

All the best, 

[Facility Name]

Helpful Tips:

Tip 1: Helpful links to guides
We have also included articles available in our knowledge base that assist users in the member portal's functionality: Registering for the member portal, setting up automatic payments, and making a one-time invoice payment. These guides can either be hyperlinked in your emails or downloaded as PDF documents for your reuse. We recommend that Membership Directors save these links and documents as pdf files so that you are able to easily redistribute them for any member questions as they arise.
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