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How to Create and Share a Private Membership

Create a New Membership With a Sharable Direct Link

Adam Hobson avatar
Written by Adam Hobson
Updated over 11 months ago

This guide provides administrators with a detailed, step-by-step process to create and manage private memberships using the StatStak platform. Administrators will learn how to initiate membership creation, access membership settings, add new membership types, define the facility and membership details, set billing cycles, configure membership visibility, and finalize the membership with descriptions and benefits. By following these steps, administrators can effectively tailor private memberships to meet diverse user needs while maintaining control over access and visibility.

Step-by-Step Guide:

1. Initiate Membership Creation:

Log into the admin portal of StatStak and navigate to the dashboard. Click on the 'Settings' option, usually represented by a gear icon on the left sidebar, to begin the process of creating a new membership.

Click on Settings

2. Access Membership Settings:

Within the Settings menu, select the 'Memberships' option. This section allows you to manage all existing memberships and set up new ones.

Click on Memberships…

3. Add a New Membership:

Look for the 'Create a new membership' button or link within the Memberships section. Click on this to start defining a new membership plan.

Click on add…

4. Define the Facility and Membership Type:

Choose the appropriate facility for which the membership is being created from a dropdown list. Click 'Continue' to proceed to detailed membership settings.

Select your facility and click continue

5. Input Membership Information:

Fill in the general information for the membership, such as the name, icon, and tier. Specify the credit cycle, credits per cycle, and the billing cycle unit.

Add the membership information

6. Set the Billing Cycle:

Define the main billing cycle by specifying details like price, cycle frequency, and cycle name. You can also set alternative billing cycles for different pricing structures.

Set the billing cycle

7. Configure Membership Visibility:

Ensure that the membership is set to 'Archived' or a similar status to keep it private and not searchable or listed publicly.

Make sure archived is YES so the membership will not be public

8. Complete Membership Details:

Add any additional details required for the membership, such as descriptions, terms, conditions, and access limitations.

Finish adding the membership details

9. Describe Membership Benefits:

Provide a comprehensive description of the membership, highlighting its benefits, features, and any other relevant information.

Add a description

10. Incorporate Included Offers:

Define the components included with the membership such as events, lessons, or rentals. Specify the number of each included service per cycle (e.g., two events per month), the reload cycle (e.g., every 7 days), and any value caps that apply (e.g., up to $45 per event). Additionally, set applicable discounts for team members, lessons, rentals, events, and package deals to offer more value and flexibility to the membership holders. After completing the membership details and offers, click the 'Create new membership' button.

Finish the Included free section and discounts then click create new membership

11. Save the New Membership:

A confirmation message will appear once the membership has been successfully saved. Click 'Continue' to finalize the creation process, confirming that all details are correct and the membership is ready for use.

Click continue to return to admin portal

12. Retrieve the New Membership Link:

Navigate back to the membership settings page to retrieve the direct link or sharing option for the newly created private membership. This link can be used to directly access the membership details or to share with the new members privately. This ensures that the membership remains exclusive and accessible only to intended users.

Go back to the membership page in settings to retrieve the link

By following the outlined steps, administrators can efficiently create and manage private memberships tailored to various needs on the StatStak platform. This systematic approach ensures a consistent and reliable experience within the StatStak Labs platform.


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