**Menu:** Club Panel → Community → Member groups
Create and manage all groups for your club — membership rules, admins, and invite codes.
Prerequisites
- Member groups option active on club subscription.
- Club manager or role with groups create/edit permission.
- For group admins, corresponding staff user accounts (see Panel Access).
Page layout
- List of groups: name, member count, pending count, active invite codes, status.
- New group form: name, description, visibility, approval required (yes/no).
- Group detail tabs:
- Settings — name, description, flags.
- Members — roster, add/remove, export.
- Pending — approve/reject join requests.
- Invite codes — generate, expiry, usage limit.
- Admins — assign group admin staff users.
- Content — link to group-specific portal sections (if integrated with App Builder).
Step-by-step — create a group
- Open Community → Member groups.
- Click New group.
- Enter name and description members will recognize.
- Choose approval required if joins must be reviewed.
- Set public visibility if members can discover the group in portal.
- Save and open Invite codes.
- Generate a code; set optional expiry and max uses.
- Share code with the target audience (email, HR, event QR).
- Assign a group admin if delegation is needed.
- Monitor Pending daily until launch stabilizes.
Step-by-step — approve members
- Open group → Pending tab.
- Read applicant profile and referral source if shown.
- Approve to add to roster or Reject with reason.
- Approved members see Group services on portal Home when configured.
Step-by-step — group admin experience
- Group admin signs in to Club Panel.
- Lands on group dashboard (not full club Overview): pending count, active members, codes.
- Can approve/reject pending members for their group only.
- Cannot create club-wide customers or edit acceptors.
Tips and common issues
| Issue | Cause | Fix |
|---|
| Member joined but no group benefits | Not approved or wrong code | Check **Pending** and member's group list |
| Group admin sees full club menu | Wrong role template | Panel Access → scope to group admin |
| Invite code exhausted | Max uses reached | Generate new code |
| Empty Group services on Home | App Builder not configured | Add group-scoped sections in App Builder |
Best practices
- One clear purpose per group — avoid overlapping codes.
- Rotate invite codes after public campaigns.
- Document which membership level pairs with which group if both apply.
- Review roster monthly; remove departed employees promptly.
Relationship to other modules
| Module | Connection |
|---|
| **Customers** | Assign or filter customers by group |
| **Content / App Builder** | Show blocks only to group members |
| **Events** | Ticket types restricted to group (if configured) |
| **Panel Access** | Group admin role and permissions |
| **Notifications** | Target pushes to group segment |
Onboarding checklist (new group launch)
| Day | Task |
|---|
| D-7 | Create group, draft invite code, assign group admin |
| D-5 | Publish App Builder **Group services** block on Home |
| D-3 | Send invite code to pilot members (10–20 users) |
| D-1 | Approve pending list; verify portal Home shows group block |
| D+1 | Monitor support tickets for code errors |
| D+7 | Review member count vs invite usage; rotate code if leaked |
Reporting
- Export member roster before benefit changes affecting tax or HR reporting.
- Compare Pending age — approvals older than 48h hurt member experience.
- Cross-check Customers module: member should show group badge on profile after approval.
FAQ for club managers
Can one member belong to multiple groups?
Yes, if your club policy allows — each group has separate invite and approval.
Does removing a member from a group delete their club account?
No — only removes group membership; club customer record remains.
Can groups have different membership levels?
Levels are club-wide; groups gate content and services, not usually level pricing — configure both explicitly if needed.