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Select Additional Members for Family Memberships at Checkout

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Important Note

This feature will be released on September 9, 2026, by 11:59 p.m. Central.

Family Memberships include a member selection step during purchase or renewal, allowing members to be assigned before checkout is completed. Residents and staff can select which eligible household members should be included on the membership as part of the checkout process. Once the transaction is complete, Digital Membership Cards will automatically be created and available for all selected members.

Organizations can better manage Family Memberships by selecting members at the point of purchase or renewal. This helps reduce staff follow-up work, supports eligibility controls, and gives staff greater flexibility to manage membership participation when needed.

Resident Experience

During checkout for a Family Membership, residents can:

  • Select eligible household members to include on the membership

  • Select only household members who meet the organization’s configured eligibility rules, such as max adults, max children, max cards per household, age, residency, gender, prerequisites, and other restrictions.

  • Skip member selection during checkout if needed. If changes are needed after checkout, residents can contact the organization’s staff for assistance.

Staff Experience

Staff can also select members during checkout and have additional tools when permissions allow:

  • Override eligibility: add members who do not meet standard eligibility requirements.

  • Add non-account members: Add members from outside the household.

  • Skip and assign later: Complete checkout without selecting members and manage them afterward using existing membership management tools.

  • Manage members after checkout: Add or remove members after the membership has been purchased.

Renewals

During membership renewal, previously assigned members are displayed in the selection step. Staff and residents can update selections as needed.

  • Newly selected members are added, and membership cards are created.

  • Deselected members are removed, and membership cards are deleted.

Action Logging

Member additions, removals, and eligibility overrides are logged for audit purposes. Log details include the membership, member, acting user, timestamp, and source.

Instructions for Selecting Extra Members at Checkout

  1. Log in to Recreation Management

  2. Navigate to the Catalog
    Navigation menu Highlighting the Catalog Tab

  3. Filter to the Session that you want to include the extra members on
    List of recreational programs including Family Membership selection highlighted.

  4. Select one account member to the be the family membership holder and click the Add to Cart button
    List of account members with selected member and 'Add to Cart' button highlighted.

  5. Navigate to the Cart
    Cart button highlighted on the Catalog screen.

  6. Click the Checkout button
    Checkout page displaying total amount for a family membership purchase with the checkout button highlighted.

  7. On the Membership Cards page select any additional account members you want to include on the family membership and click the Continue button
    Membership cards view for member selection at checkout.

  8. Complete transaction

  9. Membership Cards have been created for all members selected during the checkout process
    Country Club family membership details with options to view and print card.

Instructions for Selecting Extra Members after Checkout

If you need to add a resident to a membership outside of the checkout process, follow the steps outlined in the Create Cards for Family Memberships article.