Member Signup / Renewal

Note: Required for both new and renewing members

For new members signing themselves up, the Expiration Date field is calculated based on the duration of the chosen member type.

If the membership type includes secondary or tertiary members (a spouse or children in a family membership, or employees in a corporate membership), or if the membership type is set to automatically renew, you will see a message below the selected type.

This screen may also ask you how you heard about your club or association.

Business Memberships

New members signing themselves up may also have the ability to add themselves to an existing business membership with a unique code provided to the primary member contact for the membership.

If your organization has at lease one active business membership, you will see a screen similar to the following:

Selecting I want to add myself to an existing business membership opens a new field where you will enter the unique code provided to you by the primary member contact for your business.

Enter the code and proceed through the Membership Signup Wizard.

Note: Required for new members, not shown for renewing members.

In accordance with international privacy regulations, new members must certify that they have read the Privacy Policy and they must agree to have their personal data stored and processed in the USA; to receive transactional messages from the organization (such as payment confirmation notices); and to share their personal data with third parties for the official business of the organization (such as for credit card processing.)

If you do not agree, you will not be permitted to continue the sign-up process. If you do agree, the screen will be updated to show at least one and possibly two additional questions:

Members also may receive general purpose emails from the organization, such as newsletters, event notices, etc. You have the option to receive or decline these important emails.

Some organizations may display a third question. This question deals with sharing member personal information with third parties for marketing or other purposes. You have the option to be included in this data sharing.

Note: If you're editing your privacy options, or canceling your membership, see Privacy Options.

Note: Required for new memberships, optional for renewals.

A different version of this page, designed for organizations with company or business memberships, is also available and shown below.

All required fields must be completed before advancing through the wizard.

Some clubs and associations require members to answer specific questions as part of the membership application. All required questions must be answered before advancing through the wizard. If you're editing your answers outside of sign-up, see Additional Member Data.

Some clubs or associations require members to upload files or images as part of their membership signup or renewal.

Files or images can be required (indicated with a red icon) or optional (yellow icon).

Files can be in any standard document format such as PDF, Word, or Excel. Images can be in any standard image format such as JPEG, GIF, or PNG.

If you're managing attachments in an existing membership, see Attachments.

Select the applicable interests or terms based on the prompt.

If your club or association allows members to join one or more chapters, or if the selected membership type is a family or business type which includes secondary and/or tertiary members, the following screen will be displayed. There are multiple versions of this screen depending on which of the above options is enabled (the example below assumes all options.)

If the selected member type allows members to include one or more secondary and/or tertiary members, you will see sections for these members. Use the Add link to add members.

The Add link will disappear when the maximum number of members has been added. Use the Remove link to remove a secondary or tertiary member.

If your club or association supports chapters, you will see an Add Chapter link. Click it to add one or more chapters. If secondary and tertiary members belong to the same chapter(s) as the primary member, this information is filled in automatically. If not, you can select chapters separately for each member.

Note: Chapters which are pending at the time of member signup or renewal will not be displayed. Contact an administrator in your organization if you have questions.

Note: Required for new members who will specify their own username and password. Not shown for renewing members.

Select a username and password. Your organization may have specific criteria for your password (number of or type of characters); follow any on-screen guidelines for creating your password, or contact a club administrator for help. If you're editing your username or password through your member profile, see User Name and Password.

Note: Displayed if enabled and if any additional charges are defined.

Select the additional items you want to add to your membership. Some items may be required by your organization.

Note: Displayed for new and renewing members if enabled and defined.

Some organizations require members to view and “sign” a special agreement. This is usually a release of liability, for groups that offer dangerous activities to their members (for example, climbing, scuba diving, mountain biking or skiing clubs.) It might also be a code of ethics for clubs that require members to be in good standing within the community.

If there is no charge for the membership, the Finish and Proceed to Payment button is replaced by a Done button. You will be added to the database with a membership status of “Active” and a confirmation email will be sent to the email address you provided.

Note: Will be displayed if the membership fee > 0, and if the "Board Approval" option is NOT enabled.

If credit cards are enabled, members will see the option to pay online securely by credit card. Members may also see PayPal as an option if your club or association has enabled PayPal integration.

Discount Coupons

If you have a discount coupon, it can also be applied on the Payments page. If there are published coupons that apply to the transaction(s) on the page, you will see a field to enter the coupon code:

Once the code has been entered, the screen changes as follows:

Paying by Credit Card

When credit card is specified as the payment method, the screen is refreshed to show the following options:

The system displays the credit card fields and the address stored with the member’s record. If the card is registered to a different address, the member can change the address. Members also have the option of storing the card with their record so that they don’t need to enter it each time. (It is fully encrypted using the most secure Internet standards.)

When you have entered the card information (which is not saved in the system), the Submit Payment button is enabled. Click to submit the payment to your club’s merchant processor. After a couple of seconds, a page will usually appear confirming that your payment was processed. Click the Done button to return to the starting page

If there was a problem processing your payment, an error message will be displayed and you’ll be returned to the payment page to fix the problem.

Note also that member types that require automated renewal payments do not include the option to store your credit card in the system. It will always be stored.

 

Using PayPal

Your club or association may also have enabled PayPal, allowing you to pay using funds accessible through your PayPal account. If you select this option, you will then see a PayPal popup window to login to your PayPal account. You can then pick the source of funds (a bank account, a credit card, or even a PayPal balance.) The funds then flow into your club’s or association’s PayPal account. Once the transaction is complete, you are returned to your ClubExpress website and to the payment summary page. PayPal will send you a separate receipt.

 

Paying by Check or Cash

If your club allows you to print an invoice and mail a check, click the Print Invoice (PDF) button at the bottom of the screen. It will display a PDF invoice in a new tab of your browser.

There is also a simpler Print this Page button to print the page in a default layout.

If you choose to pay by check, or if you select credit card but the transaction does not complete, your payment is flagged as Pending and can be “revived” at any time. If you have pending payments, you will see a Payments link when you log in as well as on the Profile screen. Clicking it takes you to the above screen where you can print another invoice or choose to pay by a different credit card.

Click the Pay Later button to close this screen and return to the previous screen without making a payment. Note that if there is an “Immediate Payment Required” transaction on the page (a special option available for event registrations), the Pay Later button will not be displayed. An immediate payment must be made in order to secure the event registration.