The Member Experience

1. Navigate to Login
2. Fill in the First Time Registering? form

From the main menu a user can select the Login link. This will bring them to a dedicated account creation/login page. Here they can fill in the First Time Registering? form to create a member account.

1. Navigate to any registration page
2. Select the First Time Registering? tab
3. Fill in the First Time Registering? form

From any registration page on your site a user can select a Register button next to a program listing. This will prompt a system pop-up window with the creation/login forms. Here they can select the First Time Registering? tab and fill in the form to create a member account. This process will then prompt the member to create their first participant profile as well.

Note that existing sites can enable the login pop-up via Settings > Global Settings > Look & Feel > Navigation/Links >  Enable Login Popup. Sites created after 2019-05-09 will have the login pop-up enabled by default.

Once logged into your site, users have access to their own account, offering them a plethora of information. This can be accessed by selecting their name at the top of your site's pages.

On the login page there is a link, Forgot your password?. Should users have troubles recalling their passwords it is best practice to direct them here to use this link. As a secondary fallback admins can also navigate to the member's account and Edit their information. On this form an admin can set the user's password on their behalf.

Please note, if you pursue this method you will want to strongly encourage your member to reset their password after successfully logging in. Please see our article Members for more information on this process.

Immediately after creating their member account users will be taken to the Participant page of their account. If they are returning thereafter they can access this page by selecting their name at the top right, then choosing the Participant menu item. To create a participant they need only select Add Participant and fill in the form.

This process generates a Participant Profile. Participant profiles are attached to registrations. You can review your participant profiles from the admin side via People & Accounts > Participants. Please see our article Participants for more information on working with participants.

1. Click their name (My Account)
2. Click Saved Payment Methods tab
3. Click Add Credit Card
4. Enter the card information
5. Click Add Credit Card
6. Click Submit

Members can add new cards to their account by navigating to their My Account page and selecting the Saved Payment Methods tab. Here, they can select Add Credit Card to introduce a new card to their account. Once they have entered the details they can toggle their preferences with regards to whether or not this is their default card moving forward, then click Submit to save.

1. Click their name (My Account)
2. Click Saved Payment Methods tab
3. Click Edit next to the card in question
4. Update the card information as desired
5. Click Submit

Members can update existing cards in their account by navigating to their My Account page and selecting the Saved Payment Methods tab. Here, they can select Edit next to the card in question to begin updating it. Members can update the card's expiry date should they receive a new card with the same number. Once they have updated the details they can click Accept to save.

1. Click their name (My Account)
2. Click Saved Payment Methods tab
3. Click Make Default next to the desired card

Members can update existing cards in their account to be selected by the system by default. For this, they can navigating to their My Account page and selecting the Saved Payment Methods tab. Here, they can select Make Default next to the card in question.

1. Click their name (My Account)
2. Click Saved Payment Methods tab
3. Click Delete next to the desired card
4. Accept the pop-up warning

Members can remove existing cards from their account by navigating to their My Account page and selecting the Saved Payment Methods tab. Here, they can select Delete icon next to the card in question to remove it.

After creating an account and adding participants (though participants are not necessarily required for all purchases) members can navigate to your Registration page and/or product/subscription/ticket page. Here they can add items to cart by clicking on the adjacent Register or Add To Cart button for the desired product.

Once content with the items in their cart they can select View Cart from the shopping pop-up, or select Shopping Cart from the main menu of your site, next to their name. From the shopping cart they can follow the system prompts to complete checkout. Members will be presented with a copy of the invoice in their browser and be sent a copy to their provided email account.

Please note that the pages users navigate to in order to access various items may differ depending on how you set up your site. Additionally, the checkout experience may differ based on any custom fields and/or policies you have created on your site. Please see our articles Public Website Management, Custom Fields, and Policies, respectively, for more information.

Members who have generated invoices with multiple payments (installments) can actively make payments through their account. For this, they will need to log into their account with your organization and click their name at the top right (My Account). On their My Account page they can click Make A Payment at the bottom right of the Account Status tab (the default page they see when accessing their account).

Upon clicking Make A Payment a list of all owing/upcoming payments will be listed. The member can then check off each payment they wish to completed immediately. From there, they can use the Select Payment Method drop down to choose their desired payment method (likely credit card) and check off 'Use these details for all future payments' as desired. By marking this box their card details will be used for all future payments on the same invoice(s) as the current payment they are completing. From there they can click Pay Account Balance which will bring up a card details pop-up they can fill in, or select an existing card, and click Submit to finalize.

Members who have generated invoices with multiple payments (installments) can actively update their preferred payment information through their account. For this, they will need to log into their account with your organization and click their name at the top right (My Account). On their My Account page they can click Update Payment Method at the bottom right of the Account Status tab (the default page they see when accessing their account).

Upon clicking Update Payment Method a list of all owing/upcoming payments will be listed. The member can then check off each payment they wish to update information for. From there, they can use the Select Payment Method drop down to choose their desired payment method (likely credit card) and check off 'Use these details for all future payments' as desired. By marking this box their card details will be used for all future payments on the same invoice(s) as the current payment they are completing. From there they can click Update Payment Method which will will bring up a card details pop-up they can fill in, or select an existing card, and click Submit to finalize.