Selling a membership to customers
You can bring in someone fresh or turn a non-member into a full-fledged member. This guide walks you through the process.
Steps to Add New Members
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Click on the Users tab from the left-hand menu.
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Find/Create their profile
- If it’s an existing customer, use the search bar to find them by name or email. Click their name to open their profile.
- If it’s a new customer (the person hasn’t interacted with your club yet), hit Add New Customer. Type in their email address, their name — that’s it, their profile is created.
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In the user’s profile, click the Membership tab.
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Hit Assign Membership. A dropdown will list options of your memberships.
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Pick the right membership.
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Choose how to handle payment.
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Now: Charges them today, starting the membership immediately, with renewals based on the selected billing cycle—monthly, every 6 months, or annually.
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Later: Sets a start date and a first payment date (e.g., a week out). They need to add a payment method on file before that first payment date, or it won’t activate if the charge fails.
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Never: Applies it as a comped membership with no cost, good for employees or trial periods. It’ll run until December 31, 2199, unless you set an earlier expiration.
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if you want to send them a confirmation email, make sure you have the box “Notify the member about the their new membership vis email” checked. Otherwise, uncheck it.
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Click Create membership. You’re done — they’re now a member!
Helpful Tips
- Waiver Check: If their waiver status shows “Not Signed,” send them a URL or QR code to fill it out.
- Payment Setup: If they don’t have a payment method, you can add one in their profile or ask them to do it via their “My Profile” page.
Adding a new customer
Most of the time, new customers create an account on OpenCourt on their own within a minute by entering their email and their name.
Custom Fields in Memberships
The Custom Fields feature allows clubs to collect additional information from members during the membership purchase process. This is especially useful for family or couples memberships, where you may need to know more about other people included in the plan.