Preparing Memberships for a Future Season

Overview:

If you are using GOALLINE's Required Membership features with online registration, you may want to prepare for your upcoming season ahead of time. For example, if your membership season runs from September 1 through August 31, you may want to allow your members to purchase next seasons' membership in July or August. This FAQ assumes that you have followed the steps in the "Setting Up Memberships" FAQ. Please refer to that FAQ if this is your first season using memberships with GOALLINE.

How Do I Set Up My Membership Categories? First, Copy your existing membership form.

1. From the Master Menu, People section, click "Individual Registration Forms"
2. Click "Copy/Archive" for your existing membership category form

3. Select the "Copy" option - DO NOT select to archive the membership form unless your membership season has ended.
   Please Note - If your organization has exceeded its allotment of available registration forms, you may not have the option to Copy without also archiving the existing form. Contact GOALLINE's support team right away before proceeding if you are unable to copy your membership form.

4. Re-name the new form for the appropriate year (change from 2014-15 to 2015-16, for example)

Next, configure the form's settings.

1. In Step 1, edit the form's expiry date to be the last day of your membership season (for example, if your membership season goes from April 1-March 31, the expiry date should be March 31).
2. Ensure that "Is this a Membership Form?" is set to Yes
3. If using a Two Layer membership, select the appropriate governing body membership form (for the NEW season) from the dropdown for "Pull Memberships From Form?" Otherwise, select No Memberships Required from the drop down list.
4. Save Step 1 and move to Step 2

Then, update the programs and payment gateway for the new season.

1. Add or edit each membership as a program
2. Edit each program to indicate the details to display on the receipt and the amount of the membership.
3. If the membership must be paid in full regardless of other memberships previously, select "Forced Purchase."
4. If needed, update the Membership Expiry.
5. Save Step 2
6. If needed, move to Step 4 and update the payment gateway.

What's Next?

1. Create, copy or edit registration forms as needed
2. On Step 1, select the appropriate seasons' membership categories form when asked "Pull Membership Requirements From Form?"
3. Select "No" when asked "Is this a Membership form?"
4. (edit form as needed regarding information collected, person type, etc.)
5. Save Step 1
6. Add or Edit a program on Step 2
7. Select the required membership from the dropdown in the program details
8. Save the program
9. Repeat for all programs that require memberships.

For more information on managing registration forms, search our FAQ or check out the links below.

• How to create an individual registration form (step 1)
• How to create a team registration form (Step 1)
• Webinar Recordings