Navigate to the Control Panel > People Tab > Setup > People Options.
Under Membership Options:
Personal vs. Business/Professional Memberships
People join some clubs or associations through their personal lives, their hobbies or passions or families. Other clubs or associations are professional or trade groups, where people join through their business lives.
ClubExpress includes two versions of the Contact Us page and the Member Directory page, one for each option. Specify the appropriate radio button to select which page should be used.
Note that the screen will refresh when this option is changed because other options on the page are dependent on this setting.
Example: The options available in the Default visibility for new members field will be different.
Alternative Address
This option controls whether a second block of address fields are made available. Some clubs have members who winter in Florida or Arizona (for example) or summer at a holiday house. Other associations use this option to track a home address separate from the business address.
If this option is enabled, the Contact Information screen provides the fields for an alternative address, as well as the option of enabling this address for club mailings.
Work Information
This option controls whether members can enter work-related information, including company, title and work phone. Some organizations include networking as a goal and encourage members to help each other out in professional settings, while others are entirely focused on a hobby or interest, and work contacts are inappropriate. (Note that this option is ignored if the alternate, business-oriented, Contact Information page is enabled.)
Sponsors
Some clubs and associations track sponsors for new members. Select this option to control whether a sponsor field is displayed during the sign-up process and on the Contact Information screen, and whether a name must be specified or can be left out.
Capture Primary Member Gender
Do you want to track the gender of primary members? The default is No; if you select Yes, a Gender field will be displayed on the Contact Information screen. If you want members to be able to select "non-binary" as an option, contact our support team to have the feature turned on.
Capture Pronoun Preference
Select this option to display a drop-down menu on the contact information screen asking the member to choose their preferred pronouns. The options that will display are: No Preference, He/Him/His, She/Her/Hers, They/Them/Theirs, E/Em/Eir, Ze/Hir/Hir, Other-Ask Me. The pronouns will display in several places on your website, including member contact information, the membership directory, listing of interest members, committee members, and several member reports and exports.
Capture Primary Member Birthday
Do you need or want to capture the primary member’s birthday? This option controls whether the Birthday field appears on the member Contact Info screen and whether it is required or not.
Under Secondary and Tertiary members:
If secondary and/or tertiary members are enabled for any member types, the following options are displayed:
- Information Level
- Capture Email Address
- Capture Birthday
- Capture Gender
- Capture Member Relationship
- Select Basic Info (name only) or Detailed Info (which adds address, phone and work fields.) You can also optionally add email address, birthday, gender, and member relationship to each form.
Member relationship is a keyword indicating how the secondary or tertiary member is related to the primary (spouse, child, parent, co-worker, associate, etc.) An extensive list of keywords is available.
Can Secondary/Tertiary members be added…
If this option is set to Yes, members can be added at any time. If this option is set to No, members can only be added during the membership signup and renewal process.
Note that ClubExpress does NOT calculate prorated fees for secondary and/or tertiary members when they are modified in the middle of the membership year. So you will generally set these options to Yes if there are no additional fees, or No if additional fees need to be calculated.