How to Set up and Edit Memberships

Memberships are a feature that lets clients identify with a specific item. They choose this item from a list you provide. The Member Item they choose can be reported on. It can also trigger further membership questions, certain discounts, and Alternate Fee Structures.

How to Set Up Membership

Setting up membership requires three steps:

1. 1. Create a Member Group.
   2. Create at least one Member Group Item.
   3. Schedule a Membership Group for a session.

Once Membership has been added, clients will be prompted to make a selection from one or more dropdowns. Membership can also be adjusted from each individual Person Detail page. You can then report on their selections through UltraCamp's various reporting tools.

Create or Edit Member Groups

Member Groups are used to manage how and when Membership selections are presented.

To create or edit a Member Group, take the following steps:

1. 1. Go to the Settings menu and expand the Membership Information section.
   2. Click Membership.
   3. Click the "Create a New Member Group" button or click the Edit icon to the right of the member group you wish to edit.
   4. Enter a Group Name.
   5. Enter the Instructions for Selection.
   6. [Optional] Indicate if making a selection from this Member Group is Required or if this is going to be the the primary membership group you will be tracking for your organization.
   7. Click the "Save Group" button.

This will save the group and return you to the Memberships page.

Member Group Items

Member Group Items are the choices that appear in the dropdown menu for your clients whenever  Membership is prompted.

To create Member Group Items, take the following steps:

1. 1. Go to the Settings menu and expand the Membership Information section.
   2. Click Membership.
   3. Click on the Member Group you'd like to add items to (or the edit icon to the right of it).
   4. Click the "Create a New member group item" button.
   5. Enter an Item Name.
   6. [Optional] Set the Display Rank to control which Items display first in the dropdown menu.
   7. [Optional] Set the selection of this item to ask about another Member Group.
   8. [Optional] Set an email or account to receive notifications when this Item is selected.
   9. Click the "Save Item" button.

The Item you have created will be saved and you will be returned to the Member Group page. You can repeat steps 4-9 as often as you wish to create multiple selection options for this Member Group.

Adding a Member Group to a Session

You may have UltraCamp prompt for Membership selection during registration by adding a Member Group to that session.

There are two components to adding a Member Group to a session:

• • Enabling the Membership Group in the Session Editing Wizard
  • Adding Membership to the Page Order

Both must be in place in order for the Membership prompt to appear during registration.

Enable the Member Group

To enable the Member Group in the desired session, take the following steps:

1. 1. Access the Session Editing wizard for the desired session.
   2. Proceed to the Membership Information page in the Additional Information section.
   3. Check the box next to the Member Group you wish to Collect Info For this session.
   4. Click the Complete button to save your changes.

Add Membership to the Page Order

The Membership page is automatically added to the Page Order by default. If the Page Order has been modified, the Membership page may need to be added back in. To verify the Page Order or add the Membership page, take the following steps:

1. 1. Access the Session Editing wizard for the desired session.
   2. Proceed to the Registration Page Order page in The Basics section.
   3. Drag the Membership page / block into the desired spot in the Registration Process section on the right.
   4. Click the Complete button to save your changes.

F.A.Q.

Can I delete a Member Group?

You can only delete a Member Group if it has no Member Items. If you delete all Member Items in a Member Group, you will then be able to delete the Member Group by clicking the X to the right of the Group on the Membership page.

How do I add a Member Discount?

To add a Member Discount, take the following steps:

1. 1. Go to the Scheduling menu and expand the Discounts section.
   2. Click the Membership Discounts link.
   3. Select the Member Item from the dropdown that will trigger the discount.
   4. Click the Load button.
   5. Check the box to the left of the Session you want discounted
   6. Enter the dollar amount to the right of the selected session.
   7. Click the Add Discounts button.

This will add the discount to the selected session (or sessions).

You can learn more about adding Membership Discounts here.