How Membership Fields Work

How Membership Fields Work

What Are Membership Fields?

Membership Fields allow you to collect and store rich customer information on your specific Memberships or Subscriptions that they purchase. Helping you create targeted lists for personalized push notification, or rewards. This data can be gathered when a customer purchases a membership or subscription or after they have purchased on the membership details screen. 

Depending on your settings, Membership Fields can be read-only or editable by the customer.
IMPORTANT: Once you create a Membership Field and collect data, deleting the field will permanently erase all associated data. This action CANNOT be undone, and we CANNOT restore lost data. If you no longer need a field but want to retain the data:
  1. Disable visibility instead of deleting it.
  2. Move the field to a dedicated section (e.g., "Archived Fields" or "Unused Fields") for safekeeping.
Always think twice before deleting a field to prevent irreversible data loss! 

Accessing Membership Fields

  1. From the Quick Start Page in your admin dashboard, click Customer Dashboard.

  2. A new tab will open up. On the next page, click Memberships.

  3. You will see the Memberships or Subscriptions you have created; click on the Membership you'd like to add your Membership fields too.  

  4. On this page, there are multiple tabs: Info, Pricing, Rewards, Customers and Fields. The default tab is Info. 
  5. Click on Fields where you can view and configure the customer data you collect on this specific Membership or Subscription.

Sections

  1. A Section is a group of Fields, each with a Header and an optional Description.
  2. Sections can be reordered (drag and drop), renamed, and fields can be moved between sections when you Edit them.
  3. Breaking down the Section layout:

Creating a Membership Field

Before you create a field, let's go over the required information: 
  1. Navigate to the desired Section (existing or newly created), click Create Field. 
  2. A popup will appear, asking for the following details: 

    2. Name, this is the field name visible to your customers (e.g., "Are you interested in Lessons?").
    3. Description, helps customers understand the purpose of the field. 
    4. Data Type, chose from:
      1. Single line: A one-line text box.
      2. Multi-line: A larger text box for multiple lines.
      3. Email: Requires a valid email format.
      4. Checkbox: Yes/No (true/false).
      5. Number: Must be a whole number.
      6. Decimal: Supports decimal numbers.
      7. Date: A date picker (without a time element).
      8. Pick List: A dropdown where customers can select one option.
    5. Use Settings to decide if this field is 'required' or not. 

    7. Click Use Advanced Settings, to take it a step further and control how the field appears in the app and admin dashboard:

      1. How customers see the field in the app:
        1. Joining an Membership or Subscription:
          1. Is the field Visible? (Can the customer see it?)
          2. Is the field Required? (Must they fill it out?)
        2. Viewing their Membership or Subscription:  
          1. Is the field Visible? (Can they see it?)
          2. Is the field Editable? (Can they change it?)
          3. Is the field Required? (Must they fill it out?)
      2. How you see the field in the manager:
        1. When Adding (Joining) a Customer to a Membership or Subscription:
          1. Is the field Visible? (Can you see it?)
          2. Is the field Required? (Must you fill it out?)
        2. When Editing (Viewing) a Customer in a Membership or Subscription:
          1. Is the field Visible? (Can you see it?)
          2. Is the field Editable? (Can you change it?)
          3. Is the field Required? (Must you fill it out?)
    9. Click Save to create the field. 
    10. The new field will appear under the selected Section. You can move fields between sections if needed!

Editing a Membership Field

  1. Navigate to the desired Section (existing or newly created), click on the Pencil to Edit the field. 
  2. A popup will appear, with the Field's information:
    2. Edit the desired information or 'move' the field to another Section. 
    3. You can customize the 'import' field name if desired.

    4. Click Save to update the field. 
    5. Click Delete to delete the field (and all the data collected). 

User Experience

Membership Fields in Manager

  1. Navigate to Memberships.
  2. Open the Membership you wish to view; click on the Customers tab. 
  3. On this page, click on Columns to Toggle your visible Membership Fields on or off.
  4. On this page, click on Filters to be able to use your visible Membership Fields to apply Filters to your Customers. 

  5. Click on a Customer. 
  6. On the Customer page, you will see your visible Custom Fields and can use them to update the Customer's Membership information.

  7. Click Save to update the Customer record. 

Bulk Update Customers with Membership Fields in Manager

  1. Navigate to Memberships > Specific Membership > Customers Tab
  2. Click the IMPORT Button
  3. A popup modal will appear

    1. Click the Download Template Button
    2. Use this template to upload your membership customers along with their information for your membership fields 
    3. Decide if you want to update existing membership customers, or leave toggled off to only upload new membership customers data
    4. View your import history if desired 
    5. Click Import; the system will let you know of all successes or any errors

Membership Fields in App, Purchase

  1. Open the App
  2. Click on Your Membership/Subscriptions Button
  3. When the customer goes to continue on the Info page they will be asked to answer your Membership field questions before they can purchase


Membership Fields in App, Details/Benefits Screen

  1. Open the App
  2. Click on Your Membership/Subscriptions Button
  3. Click on the Membership Card or View Benefits Button
  4. The Membership Fields and Responses will live on this screen. Depending on how you set them up the customer can either view them (read-only), view and edit them and possibly not view them if you made the field only visible when purchasing a Membership or Subscription.