Membership Management Overview

Membership management in Clubistry covers everything related to your club's members — their accounts, membership types, applications, renewals, payments, and the member-facing pages they interact with on your website. This overview connects the pieces so you can see how they fit together.

The main areas

Members — Where you find, create, and update individual member accounts. This is where you manage contact details, membership status, roles, and custom fields.

Membership Types — Where you define each membership option's dues, renewal rules, grace periods, and linked role. This is one of the first areas to set up because it affects renewals, permissions, and how members are organized.

Applications — If your club accepts online applications, this is where applicants submit forms on the website and your staff reviews them in the portal.

Dues and Renewals — Where renewal timing, payment tracking, and status changes are managed.

Roles and Permissions — Control what members can access on the website and in the Club Management Portal.

The member-facing pages

Your club's site comes with a seeded Members section that includes three key pages:

• Member Dashboard at /dashboard-member — The default landing page after login.
• Member Profile at /profile — Where members update their own contact details, privacy settings, and password. Also provides access to payment history.
• Roster at /roster — The member directory.

Lapsed members can still access the dashboard and profile pages, which lets them review their account and renew if your workflow supports online payments.

Membership types and roles

Each Membership Type is linked to a custom role. That role determines what pages and documents a member of that type can see. Multiple membership types can share the same role when they should have the same access.

Roster and board privacy

The Roster and Board pages each have separate privacy settings. Members control these from their profile page — things like whether their email, phone, or address appear in the directory. These are separate settings even though members manage them in one place.

A practical setup order

For most clubs, this sequence works well:

1. Review Site Settings and branding.
2. Create or confirm Membership Types.
3. Add or import Members.
4. Review the seeded member-area pages and their 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 - Applicant intake and application management.
• Dues and Renewals - Renewal timing and status changes.
• Member Dashboard - The main member landing page.
• Member Profile - The self-service page where members update their information.
• Roster - Member directory display and exports.
• Roles - System, task, and membership-related roles.
• Permissions and Access Control - Who can view pages, documents, and tools.
• Lapsed Members - What changes when a member lapses.