Onboarding Existing Members

Getting your existing members into Range Mate

There are broadly two ways of approaching migrating your member records into Range Mate.

1. Part-way through a membership year

2. At renewal

The steps for either option is fairly similar, but have some small differences.

Letting users onboard themselves

Before you start, we recommend checking your club's membership configuration. By default, membership years run from 1st Jan to 31st Dec, but you can change it in Club Settings > Memberships

Let's assume you have 100 members and your club year runs from 1st Jan to 31st Dec. The current month is June, and all 100 members have paid up until the end of this year so you don't need to take any further payments.

1. Go to your Club Settings > Memberships and turn off invite only sign ups. This will allow anyone to sign up who has the link

2. Send the link to all existing members. It will be https://<your_club>.range-mate.co.uk/apply

3. Each member then completes the form and confirms their email address

4. Once all users have signed up, an admin can process each of their applications

   • Check and approve their Proof of ID

   • Click "Actions"

   • Choose an appropriate action. This might be creating a Full Membership (marked as paid) or putting them on Probation (also marked as paid).

If you are doing this process at renewals, it's exactly the same you just need to make sure you don't mark them as Paid, so the users gets an invoice for the next year's subscription