Setting up your Sign-up Experience

You can easily let new customers sign up directly from the Members Portal. When you enable sign-up on the Members Portal, you'll also need to define your sign-up and new access settings.

Once you've customized your sign-up experience, you can decide if you want to customize your default sign-up form or enable guest checkout.

Enabling sign-up

You can easily enable sign-up on the Members Portal from the Admin Panel. Simply go to Settings > Sign-up and checkout and click on the Sign-up tab.

Toggle on Allow customers to sign up online.

Once you've enabled sign-up, you'll need to define your sign-up settings.

Defining your sign-up settings

Sign-up settings let you control how customers sign up on the Members Portal. Simply go to Settings > Sign-up and checkout and click on the Sign-up tab.

You can choose to:

• send new customers a welcome email with their portal access details
• restrict sign-ups to invite only
• protect sign-up with Google Captcha
• let customers create their own password
• offer products during sign-up
• suspend new customer accounts by default

Once you've defined how customers can sign up, you can define new customer access settings.

Defining your new customer access settings

New customer access settings let you control what customers can do on the Members Portal immediately after signing up.

To define your new customer access settings, go to Settings > Sign-up and checkout on the Admin Panel and click on the Account tab.

You can let new customers do the following:

• Access your IT network
• Make bookings
• Purchase products
• Purchase event tickets
• Use discussion boards

Existing customers aren't affected when you change these settings.

Once you've enabled sign-up and defined your settings, you'll need to decide if you want to customize your default sign-up form.

Customizing your default sign-up form

You can customize your default sign-up form to collect additional information from customers when they sign up.

For example, you'd like customers to add their preferred name or professional field.

Certain customizations to your default sign-up form will disable guest checkout. Customers will need to create an account in order to make bookings and to purchase event tickets and products.

For more information, check out customizing your default sign-up form.

Enabling guest checkout

You can enable guest checkout if you'd like to let users without an account make bookings, purchase event tickets, and purchase products without benefits.

For more information, check out enabling guest checkout.