How to | Set up Self Sign-Up Registration

Effective July 2024, we have expanded our Widget feature to allow leads to sign up for memberships directly. This new addition complements our existing functionality, where leads could schedule their Intro Class or request to be contacted.

This widget still allows leads to schedule a trial class if they do not wish to sign up immediately. If your school is not open yet, let us know your open date, and we can configure the widget so leads cannot book until that date or after.

Related Articles

• How to | Set your Prices (Membership Fees)
• How to | Set your Class Schedule
• How to | Review Journey Triggers
• How to | Allow Leads to Book their Intro Class
• Lead Collection | Website

Contents

1. Set up your Membership Fee
2. Set Class Schedule for Trial Booking
3. Activate necessary Journey Triggers
4. Integrate with iFrame

1. Set Up Your Membership Fee

To set up your membership fee, follow these steps:

Navigate to the Datastore section within your software:

• • Select 'Settings' from the Members Menu (3x3 grid icon, upper right)
  • Click on “Datastore” in the left-hand menu.
  • Select “Membership Fee” from the menu.
  • Select the magnifying glass icon to populate all existing records.

Edit existing records or create a new record:

1. Visible Date: This is the date when the membership option becomes visible to users.
2. Removal Date: This is the end date after which the membership option will no longer be available.
3. Any day from the Visible Date: The billing can start any day after the visible date.
4. Any day from the School Start Date: The billing can start after the school's opening date.
5. If your school has yet to open, let us know its opening date so we can configure the widget accordingly.
6. Determine the date you want the membership to be visible within the Widget and if you have a desired end date (e.g., “Red Shield Founder” promotional membership).
7. Choose the earliest billing date that can be selected.

• Name the Membership Plan (this will be visible when viewing Membership Options).

• Select the Frequency and provide any necessary details in the Info Section (e.g., “First 100 Members”, “Limited to 2 Classes Per Week”, “25% Discount with Valid Proof of ID” for Veterans).

• Input the membership fee, which will be charged regularly.

• Choose whether to include a one-time registration fee. If yes, input the details, such as the amount and specifics (e.g., “New Member Uniform”), and decide if it should be charged:

1. 1. Immediately: The fee is charged as soon as the user signs up.
   2. At Billing Start: The fee is charged at the start of the first membership bill.

Example: Backend Datastore View

Example: Frontend Member Sign-Up View

Set Class Schedule for Trial Booking

• Review this help article: “How to | Set your Class Schedule” for detailed instructions on setting up your class schedule.
• This is optional if you want the "Book a Trial" button to be visible within the same widget. 

Activate necessary Journey Triggers

• Review this help article: “How to | Review Journey Triggers” for detailed instructions on activating journey triggers.
• Below are the specific Journey Trigger & Email Templates we have set up:
• ADULTS
  • Template Name: Self Sign Up - Self Sign up Adult Welcome - New School
  • Template Name: Self Sign Up - Self Sign up Adult Welcome - Existing School
  • Trigger: Immediately upon sign-up
    • Trigger Names:
      • Active - Member Automatic Email - Member Adult Self Signup 0-Self Sign up Adult Welcome - Existing School-
      • Inactive - Member Automatic Email - Member Adult Self Signup 0-Self Sign up Adult Welcome - New School-

• • Template Name: Self Sign Up - Self Sign Up - First Adult Class
  • Trigger: 1 day after self sign-up
    • Trigger Name:
      • Active - Member Automatic Email - Member Adult Self Signup 1-Self Sign Up - First Adult Class -
• CHILD
  • Template Name: Self Sign Up - Self Sign up Child Welcome - New School
    Template Name: Self Sign Up - Self Sign up Child Welcome - Existing School
  • Trigger: Immediately upon sign-up
    • Trigger Names: 
      • Active - Member Automatic Email - Member Child Self Signup 0-Self Sign up Child Welcome - Existing School-
      • Inactive - Member Automatic Email - Member Child Self Signup 0-Self Sign up Child Welcome - New School-

• • Template Name: Self Sign Up - Self Sign Up - First Child Class
  • Trigger: 1 day after self sign-up
    • Trigger Name:
      • Active - Member Automatic Email - Member Adult Self Signup 1-Self Sign Up - First Child Class -

Integrate with iFrame

Easily integrate the widget into your website to streamline new student sign-ups. Ensure you have access to your website's HTML code or content management system (e.g., WordPress, Wix).  

Copy the codes provided below and paste them into their designated sections. This code includes jQuery for functionality, CSS for styling, and the widget iframe.

PAGE CODE  (*Usually within page settings, not within page designer)   

<script src="https://ajax.googleapis.com/ajax/libs/jquery/2.0.2/jquery.min.js"></script>

<script>
   $(function() {
      window.addEventListener('message', event => {
//        console.log(event.data);
        if (event.data.action==="gbMembersAdjustIFrame") {
         gbMembersAdjustIFrame(event.data.height);
        }
        if (event.data.action==="gbLoadCustomThankyou") {
            window.location=event.data.url;
        }
     });
    });

  function adjustIFrameHeight(height) {
    // Adjust the height of the iframe dynamically
    $("#gbbookatrial").css("height", height + "px");
  }
</script>

IFRAME WIDGET CODE (*Within page designer)   

<div id="myContainer" class="container">
  <iframe id="gbbookatrial" 
          src="https://services.gbmembers.net/gbcalendar-2.0/calendar.htm?space=schoolname" 
          scrolling="auto" 
          style="border:2px;width: 100%;" 
          height="340px" 
          frameborder="0" 
          allowfullscreen="">
  </iframe>
</div>

<style>
  .container {
    width: 100%; /* Make the container responsive */
    max-width: 500px; /* Restrict the maximum width */
    height: 100%;
    margin: 0 auto; /* Center it horizontally */
  }
</style>

You must replace ‘schoolname’ in the iframe src attribute with your school's specific URL name for a personalized experience. Your School Name is in your GB Members URL for your software: schoolname.gbmembers.net (i.e., arcadia.gbmembers.net) 

Preview your website to ensure the widget appears and functions as expected. The widget should adjust its height automatically to display the content properly.

If the widget doesn't display correctly, double-check the code for errors and ensure it's placed in the appropriate section of your website. Also, double-check that the Class Calendar is set up correctly in GB Members, with the option to Accept Trial Bookings and a set number for how many bookings will be accepted. 

Related Articles

• How to | Set your Prices (Membership Fees)
• How to | Set your Class Schedule
• How to | Review Journey Triggers
• How to | Allow Leads to Book their Intro Class
• Lead Collection | Website

Need Assistance?

For further assistance or clarifications, please contact software@graciebarra.com or chat with us directly in GB Members. You can also schedule a 1-1 consultation: https://graciebarra.link/gbmembers-consultation

For non-software related inquiries about your GB School, reach out to support@graciebarra.com 

Additional Training Resources: While we are still building out this Help Center, you can find additional information within this user guide to help you easily navigate the software. There are also more screen-recorded videos in this Google Drive. 

Feedback and Feature Requests:

We value your feedback and suggestions. Please fill out this form if you have any feature requests or improvements. Your opinion is crucial in enhancing our services. https://graciebarra.link/crm-feature-request