Part 2 of 3. You'll test the full member experience and give your board and staff their own logins.
Part 2: Test and add your admins (you are here)
Step 4: Test the member experience
🚨 Don't skip this step. Testing is how you catch setup issues before your members do.
Create a test member account, then use the Switch feature to sign up as a new member would.
Buy a membership with a test payment and check the confirmation email and order.
Try a few other scenarios: a different account type, a guest pass, leaving checkout without paying.
💡 Tip: Name test accounts clearly, like "TEST Smith Family", so they're easy to find and delete later.
Step 5: Add your admin users
Give each board member, manager and staff member their own login. This video shows how:
Then assign each person a role. Your board decides what each role (Board, Manager, Staff) can see and do. Give people only the access they need, like check in only for gate staff.
⚠️ One person, one login. Shared logins get lost when boards change, and we can't reach the right person when you need us.
Step 6: Turn on optional features (only if you'll use them)
Waivers: member waivers and guest waivers with a QR code
Point of Sale for a snack bar or pro shop: watch the video | articles
Reservations for courts, lanes or party rooms: watch the videos | articles
Before Part 3, make sure you've:
Completed a test signup, purchase and check in
Added each admin with their own login and the right role
Decided which optional features you need