Member Permissions
- Member Solutions (Unlicensed)
- Cathy Beckstead (Unlicensed)
Member Permissions
Member Permissions allow you to control access to each schedule type within the Member Portal. By adjusting the settings on your schedules, you can manage what members can view, whether sessions or classes can be booked or cancelled, and if booked sessions require payment in advance. This gives you total control over how your members interact with scheduling features in the portal.
How to Set Member Permissions
Click Setup>Schedules
Select the Permissions link of the schedule you want to modify
Member Permissions for Specific Schedule
Schedule Status:
Schedule access options can be set to Hide, Read Only, or Book Appointments.
· Hide: This schedule is not listed in the Member Portal schedule section.
· Read Only: This schedule will be listed in the Member Portal, but nothing can be booked. Use this option if you would like members to view your class schedule, but you do not need them to pre-book appointments or classes.
· Read/Write: This schedule is listed in the Member Portal, and sessions/classes can be pre-booked.
Can be viewed without logging in: Checking this option allows you to integrate your schedule with your website using the scheduling widget.
Widget:
· Click Customize Widget to select the schedule’s "look and feel."
You can choose colors and styles that closely match your website, allowing the schedule to blend seamlessly with your branding.
· Click Show Widget HTML to display a copy of the widget HTML code. Copy and paste the code to your website. This will dynamically integrate your schedule with your website page. Any changes to your schedules in the Member Manager will update your website page seamlessly.
Click here for more details on using the Schedule Widget.
Schedule Widget - Member Solutions Product Support - Confluence
Booking Restrictions: This setting controls how soon and how far in advance an appointment or class can be booked. In the Member Portal, bookings for both appointments and classes are limited to a maximum of 30 days out from today's date. However, you can set more restrictive limits if desired — for example, allowing bookings only up to 14 days in advance. You can also control how soon a booking can be made, such as requiring a minimum notice period before the start time. While you can shorten the booking window, clients will never be able to book beyond 30 days from today.
Cancellations: Set permissions to allow or restrict cancelling booked sessions through the Member Portal. You can also set time-based restrictions, such as requiring cancellations to be made at least 24 hours before the scheduled session.
Pay When Booking:
No: If Pay When Booking is set to No, members are not required to pre-pay for sessions during the booking process on the Member Portal. Sessions will be automatically booked, and members can either pay at check-in or allow the session charge to go On Account to be invoiced at a later time
Yes: If Pay When Booking is set to Yes, members must pre-pay for any sessions they book. Pre-paid sessions are not immediately deducted from the member’s account at the time of booking; instead, the deduction occurs when the member checks in. If a member attempts to book a session without having pre-paid, they will be prompted during the booking process to either purchase a session or package through the Marketplace or enroll in a Membership.
Ensure Available Sessions Do Not Expire Before Class Date:
If the Pay When Booking option is set to Yes, you have an additional option to restrict the member to only booking within their available session time.
No: If this option is set to No, at the time of booking, the Member Portal will only confirm if the member has sessions available to book now. If the required session(s) are on the member’s Remaining tab, they are allowed to book.
Yes: If this option is set to Yes, the Member Portal will check whether the member has sessions available at the time of booking the class. For example, if a member has four sessions remaining that expire on May 15th and attempts to book a session for May 30th, the system will restrict the member from booking, as the sessions would no longer be valid.
Recurrence: This option is no longer available. Members can now only book a single class or appointment at a time. However, they are allowed to book multiple individual sessions, as long as they stay within the limits set by their "Pay When Booking" restrictions.
Students can book into the waitlist: If you have a limited capacity for a class, the Member Manager can set up a waitlist. This permission allows members to book into the waitlist.
Common Member Profile Permissions
