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Contents |
Overview
The Join Now page is where a prospective member enters all of their pertinent information to join your club. Joining a club is a 6-step process where you select facility preferences, membership types, payment plans, enter personal and credit card information, and accept all membership terms and policies.
Many of the fields in the Join Now section are actually labeled from other root sections of the application while the facility and membership information is pulled directly from your Conexion (CX) or eClub Logic system.
How to Configure the Join Now Page
The labels on the actual website user interface are consistent with field names on the Edit "Join Now" page, with only a few minor exceptions.
To Edit the Join Now Page:
- Go to the Edit "Join Now" page.
- Enter a title in the Title text box.
- Enter a Help Tip in the appropriate text box.
- Enter the detailed text for that help tip in the Help Tip Detail text box.
- Enter a label for the home facility section heading in the Home Facility Section Heading text box (Step 1). This field labels the Home Facility Section of the user interface.
- Enter a label for the city field in the City selection Label text box (Step 2). This identifies the city of the home facility.
- Enter a label for the facility selector in the Facility Selection Label text box (Step 1). This field labels the facility selection drop-down list in the Home Facility Section of the user interface. This identifies the member's "home" facility should they have, for example, a multi-club membership.
- Enter a label for the second address field in the Address2Label Label text box (Step 3). Typically you will enter the suite or apartment number of the member in this field on the user interface.
- Enter a label for the membership options section in the Membership Options Section Heading text box (Step 1). This is where the prospective member selects his membership option.
- Enter a label for the membership type selector in the Membership Type selection Label text box (Step 1). This field labels the membership type drop-down list in the Membership Options Section of the user interface.
- Enter a label for the start date field in the Start Date Label text box (Step 2).
- Enter a label for the payment plan selector in the Payment Plan selection Label text box (Step 1). This field labels the payment plan drop-down list in the Membership Options Section of the user interface.
- Enter a label for the promotions and discounts section in the Promotions $ Discounts Section Heading text box (Step 1). This is where the prospective member adds any promotions and/or discounts they may have received.
- Enter a label for the promotion selector in the Promotion Selection Label text box (Step 1). This field labels the promotion drop-down list in the Promotions & Discounts Section of the user interface.
- Enter a label for the discount code field in the Discount Code Label text box (Step 1). This field labels the discount code promotion drop-down list in the Promotions & Discounts Section of the user interface.
- Enter a label for the referral information section in the Referral Information Section Heading text box (Step 1). This is where the prospective member enters who referred them to the facility, if applicable.
- If you want to display the Referral Information Section, select the Show Referral Section check box (default).
- Enter a label for the referral name field in the Referral Name Label text box (Step 1). This field is where you enter the new member's referral name, email, or barcode information.
- Enter a label for the three (3) membership terms sections in the Membership Terms Section Heading text box (Step 2).
- The first field labels the Membership Terms Section.
- The second field labels the City of the home club.
- The third field labels the Home Facility.
- The next four (4) steps refer to field labels in the Membership Terms Section (Step 2). Enter a label for the following fields in their respective text boxes:
- Membership Type
- Payment Plan
- Start Date
- Referrer
- Before the Referrer field, enter a label for the emergency contact name field in the Emergency Contact Name Field Label text box. This displays in the Emergency Contact Information Section (Step 3).
- Enter a label for the emergency contact phone number field in the Emergency Contact Phone Number Field Label text box. This also displays in the Emergency Contact Information Section of the user interface (Step 3).
- Enter a label for the enrollment fees field in the Enrollment Fees Label text box. This labels the Enrollment Fees field in The Cost Breakdown Initial Charges Section of the process (Step 2).
- Enter a label for the emergency contact phone number extension field in the Emergency Contact Phone Number Extension Field Label text box. This displays in the Emergency Contact Information Section of the user interface (Step 3).
- Enter a label for the emergency contact relationship field in the Emergency Contact Relationship Field Label text box. This also displays in the Emergency Contact Information Section of the user interface (Step 3).
- The next seven (7) steps refer to field labels in the Cost Breakdown Initial Charges Section (Step 2). The data itself is pulled directly from your base system. Enter a label for the following fields in their respective text boxes:
- Prorate Dues
- Taxes
- Total Dues
- First Billing Date
- Monthly Due amount
- Processing Fee
- Upfront Dues
- Enter a label for the user information section in the User Information Section Heading text box (Step 3). This is the primary section where a member enters their personal and contact information.
- The following steps refer to field labels in the Your Information Section (Step 3). Enter a label for the following fields in their respective text boxes:
- First Name
- Middle Initial
- Last Name
- Verify Email
- Address1
- Alt Phone (the member's alternate phone number)
- Billing Zip
- City
- Date of Birth
- Phone Number
- Phone (Enter Phone in this field)
- To enable and display the alternate phone number field and the e-mail verification, select the Show Alt Phone and Verify Email check boxes (default is selected).
- The next eight (8) steps are also member personal data entry field labels (Step 3). Enter a label for the following fields in their respective text boxes:
- Address
- State
- Zip
- Occupation
- Employer
- Emergency Name
- Emergency Address
- Emergency Phone (Number)
- Enter a label for the billing information section in the Billing Information Section Heading text box (Step 4). This is the primary section for entering the member's primary billing information.
- The next three (3) steps refer to the Billing Information Section (Step 4). Enter a label for the following fields in their respective text boxes:
- Name on Card
- Card Number
- Card Expiry
- The next three (3) steps also refer to the Billing Information Section (Step 4). Enter a label for the following fields in their respective text boxes:
- CVC (this refers to the CVV number on the back of a credit card)
- Billing Address - The address information will automatically populate the appropriate fields. If the member's billing address is different than their home address, they can edit the information in these fields.
- Billing Cycle
- Enter a label for the purchase confirmation section heading in the Confirm Purchase Section Heading text box (Step 5). This field labels the Confirm Purchase Section of the user interface.
- Enter a label for the purchase details section heading in the Membership Purchase Details Section Heading text box (Step 5). This does not display on the user interface but groups all of the pertinent information together in the proper section.
- Enter the text for the terms and conditions of the membership in the Terms & Conditions Text text box (Step 5). You can enter the text originally or cut and paste the information into the text box and use the text editor to format it accordingly.
- Enter a label for the email subject box in the Email Subject text box. This defaults to [Company Name] along with your additional text. (NOTE: The bracketed ([]) information is HTML, which maps that specific piece of information into the email.)
- Enter the label for the gender field in the Gender label text box. This labels BOTH the Gender text box and field in Steps 3 & 5 respectively.
- Enter the email text in the Email Text text box (Step 5).
- The Registration Page text box defaults to the current page. This routes all of information entered on this page to the proper section of the application.
- Enter the text for your facilities policies in the Policies Text text box (Step 6).
- Click Save and publish.
How to Join
Related Information
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