Membership Management Overview

Use Membership Management to organize member accounts, membership types, applications, renewals, and the member-facing pages that support them.

What membership management includes

In this codebase, membership management is spread across a few connected areas:

• Members for member accounts and profile data
• Membership Types for dues, renewal rules, and membership-specific roles
• Applications for applicant intake and review
• Dues and Renewals for renewal timing and member status changes
• Member-facing pages such as the dashboard, roster, and profile
• Roles and permissions for access to content and administrative tasks

Member accounts and self-service

Members can sign in to their website account and manage key account details from the member area.

That member area includes:

• the member dashboard at /dashboard-member
• the profile page at /profile
• the roster page at /roster
• payment history linked from the profile area

Members can update contact details, privacy settings, and their electronic communications preference from their profile.

Membership types and roles

Membership Types define more than just labels.

They are used to control things like:

• dues and renewal amounts
• renewal timing and grace periods
• membership-specific roles
• filtering in member tools such as reports and roster settings

Because membership types affect renewals, permissions, and member organization, they are one of the first areas to review when setting up a club site.

Applications and applicants

If your club accepts online applications, Applications become part of the membership workflow.

At a high level:

• applicants submit forms on the website
• authorized staff review those submissions in the portal
• approved applicants move into the club's membership-management process

The exact review steps depend on how your club chooses to handle applications and permissions.

Renewals, payments, and lapsed access

Membership management also includes renewal status and payment handling.

Depending on your setup, Clubistry can support:

• membership renewal tracking
• lapsed-member access rules
• Stripe-backed online payments
• payment history for successful membership payments, paid forms, and e-commerce orders

Helpful detail:

• lapsed members can still access /dashboard-member and /profile

The seeded member-area page structure

This repo seeds a Members section that forwards to /dashboard-member.

That area includes these child pages:

• dashboard-member
• roster
• profile

This gives clubs a ready-made starting point for member self-service, while still allowing admins to manage page content and permissions in Pages.

Roster and board-related displays

Membership management overlaps with member directory and board displays.

Two important distinctions:

• the Roster uses roster privacy settings such as show_email_roster and show_phone_roster
• the Board page uses separate board-page privacy settings such as show_email_board and show_phone_board

Those privacy settings are related, but they are not the same thing.

A practical setup order

For most clubs, this is a sensible order:

1. Review Site Settings and branding.
2. Create or confirm Membership Types.
3. Add or import Members.
4. Review the seeded Members pages and permissions.
5. Configure Applications if your club uses them.
6. Configure Dues and Renewals.
7. Set up Stripe payments if you want online payment collection.

Related topics

• Members - Manage member accounts and profile data.
• Membership Types - Configure dues, renewal rules, and membership-specific roles.
• Applications - Review applicant intake and application management.
• Dues and Renewals - Manage renewal timing and status changes.
• Member Dashboard - Understand the main member landing page.
• Member Profile - Review the separate self-service page where members update their information.
• Roster - Manage member-directory display and exports.
• Roles - Understand system, task, and membership-related roles.
• Permissions and Access Control - Control who can view pages, documents, and tools.
• Lapsed Members - Review what changes when a member lapses.