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Membership field information

This article provides information on collecting membership field information from members on your Pitchero Club website.

Quick links:

Overview Preview the member registration form
Add a membership field Remove a membership field from the club
Edit an existing membership field Prompt members to update information
Re-order membership fields Related articles

 

Overview

Membership fields are used to allow members to provide information to the club relating to their membership with the club.

 

Add a membership field

Step-by-step guide:

  • Go to your club admin dashboard
  • Click 'Membership' from the left-hand menu
  • Click 'Fields' from the sub-menu
  • Click 'Add Field'
  • Click 'Create your own field'
  • 'Tick' or 'Untick' the Roles that this field applies to
  • Enter the field details (name, short name and description)
  • Select a field type
    • Text field single line
    • Text field paragraph
    • Dropdown menu
    • Radio buttons
  • Select who can enter/update information in this field
    • Club admins and members
    • Club admins only
  • Select if you wish to make the field mandatory
  • Click 'Save'

 

Edit an existing membership field

Step-by-step guide:

  • Go to your club admin dashboard
  • Click 'Membership' from the left-hand menu
  • Click 'Fields' from the sub-menu
  • Click the 'Spanner' icon to the right of the field you wish to edit
  • Click 'Edit'
  • Edit the Field details
  • Click 'Save'

 

Re-order membership fields

Step-by-step guide:

  • Go to your club admin dashboard
  • Click 'Membership' from the left-hand menu
  • Click 'Fields' from the sub-menu
  • Click and drag a Field into the position required

The page will reload automatically.

 

Preview the member registration form

Step-by-step guide:

  • Go to your club admin dashboard
  • Click 'Membership' from the left-hand menu
  • Click 'Registration form' from the sub-menu
  • Select which roles you wish to preview the membership field information for

 

Remove a membership field from the club

If the club no longer needs to store specific field information on Pitchero, the club can remove the custom membership field(s) from Pitchero.

If the club doesn't wish to remove the information from Pitchero, but make the field inactive to members, the club can update the 'Can members see and edit this field?' setting to 'No'. This is an indirect way of archiving a membership field.

Step-by-step guide:

  • Go to your club admin dashboard
  • Click 'Membership' from the left-hand menu
  • Click 'Fields' from the sub-menu
  • Click the 'Spanner' icon to the right of the field you wish to edit
  • Click 'Delete'

Please note:

If you have included the membership field in a payment form on a product, you will detach the field from the payment form before you can remove the membership field completely.

Once removed from the club admin dashboard, the field information is removed from Pitchero completely. The data cannot be restored.

 

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