How does online member registration work?

To register for a membership online, you must have a membership option that is publicly available on the Sign-Up Now page of your member website to all member website visitors. Learn more about how to publish your membership options and classes online.

Once the membership option is public, you can use the Online Settings in the membership option to manage when the membership option is available online and how much payment is required at signup to register for the membership.

Please note: You must make sure that you are using one of our integrated merchant account providers and have the option to allow members to pay bills online turned on to allow your website visitors to pay for their membership registration when they sign up online.

Using Your Membership Registration Form

Zen Planner provides you with a customizable membership registration form. As soon as a website visitor clicks on the Sign-Up Now button, the membership registration form allows the visitor to fill in all of their personal and payment account information. Once the visitor submits their registration form, a confirmation page appears when the payment is approved. If the payment fails, the confirmation page tells the visitor to please see a staff member to complete their registration.

Learn more about customizing your membership registration form.

Activate Automated Membership Emails and Alerts

Zen Planner automatically includes seven different automated emails and alerts that you can activate and use to send to both your new members and your staff. To view the list of all the available New Member automations, go to Setup > Communications > Automations and scroll to the New Member section.

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