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Portal Settings

Getting Started​

To get started, navigate to Settings → Portal Settings in your admin dashboard.

⚠️ Important: Your portal will not function correctly until these settings are configured.

Communication and Portal Settings​

Settings related to the visual and communication aspects of your member-facing portal.

Website Name​

Displayed at the top of your portal and used for internal references.

Hero Image​

A banner image that appears at the top of your portal for guests.

Description​

This message is shown to non-logged-in visitors on your portal homepage.

Welcome Message​

Shown to members after logging in.

Welcome Email​

Sent to new members after they complete registration.

Closed Dates​

Allows you to block specific days on the calendar system-wide (such as holidays or planned outages).

Members will not be able to register or check in on these dates.

Membership Settings​

Configuration for payment processing and membership enforcement.

Timezone​

Used for scheduling classes, access control logic, and system time coordination.

Hide Cancel​

If enabled, members must contact you directly to cancel their subscriptions.

Split Fees​

When checked, a small processing surcharge is added to member payments to share Stripe fees with them.

Stripe Tax ID​

If your jurisdiction requires tax collection, enter your Stripe-provided tax ID here.

Failed Billings Before Inactive​

How many failed billing attempts will occur before a member is automatically marked inactive.

Send payment failed notification​

Toggles whether or not to send an email to members when their payment fails asking them to update their payment method. Default is on

The logo displayed throughout your portal (square image recommended).

Member Info​

Settings related to registration requirements and birthday notification automation.

Minimum Age​

Sets a minimum allowed age for registration.

Note: "Require Birthdate" must be enabled for this to apply.

Require Birthdate​

If checked, members will be required to enter their birthdate during sign-up.

Require Picture​

When enabled, members must upload a photo at registration.

Especially useful for security or gym environments with 24/7 access.

Send Birthday Reminder​

Sends an email to you 7 days and 1 day before each member's birthday.

The reminder includes member names, emails, and days remaining.

Additional Birthday Email Reminder​

Comma-separated list of other emails that should receive birthday reminders.

Example: staff@example.com, manager@example.com

Email Information​

Used to manage email templates and additional notification recipients.

Additional Payment Notification Emails​

A list of staff emails to alert when a member's payment fails.

Send From Name​

This name will appear in the "From" field of all system-generated emails.

Send From Email​

The email address used for outgoing messages.

Must be a valid, verified address.
Cannot be a @managememberships.com email.

Email Template​

Reusable content (such as headers or footers) for pre-filling email campaigns.