Event Information

• Initial Member Organization Set Up
• Navigating Your Membership Dashboard
• Membership Website Builder
• And More!

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Summary of Webinar 

Overview

This webinar walks through RunSignup’s Membership Organization product—what it is, who it’s for (not just running clubs), and how to set it up and manage it. Katie covers the core benefits (membership management + renewals + finances in one dashboard), the setup wizard, key dashboard/reporting workflows, a quick live demo, and what to expect when upgrading from the legacy Clubs system.

What you’ll learn

1) What a Membership Organization is (and who should use it)

• A Membership Organization gives you a dashboard similar to races/ticket events to manage:

  • members + renewals

  • website + communications

  • reporting + financials

• Designed for many org types beyond running clubs (examples mentioned: zoos, museums, botanical gardens, professional associations, nonprofits, timers/event companies, etc.).

Membership structure and configuration

Membership durations supported

You can configure each membership level using one of these duration models:

• Yearly: ends on a specific date (can be prorated or flat fee).

• Monthly: rolling based on join date.

• Date range: fixed start/end dates (no auto-renew for date range).

• Daily: rolling based on join date (days instead of months).

Member types supported

• People-based memberships

  • Individual (1 person)

  • Family / multi-person (multiple people under one purchase)

• Organization-based memberships

  • The organization is the member; purchaser is a point of contact.

Auto-renew capabilities (where available)

• Auto-renew is supported for: Yearly, Monthly, Daily

• Controls include:

  • default auto-renew checkbox on/off

  • renew at original (grandfathered) price vs current price

• Note for upgraded legacy clubs: members carry over, but auto-renew only becomes available after the first manual renewal.

Key “generic components” included

Katie calls out that Membership Organizations include many platform components you may already know from races/tickets:

• Website builder

• Email tools

• Store

• Donations

• Custom questions + information collection

• Coupons/financial settings

• Access controls

• Notifications

• Waivers

Club member discounts for races

A major feature highlighted:

• Memberships can be used to offer race registration discounts (or require membership).

• Participants can be prompted to join the membership during race registration so they can join + register in one transaction.

• Ticket-event integration is mentioned as coming soon.

Setup wizard flow (4 steps)

Step 1: Basic Info

• organization name, description, location, contact email

• website URL + visibility (draft/private/published)

• logo

• donation settings

• gender options
  (Most can be edited later in the dashboard.)

Step 2: Membership Levels

Per level you set:

• level name/description

• member type (people vs organization)

• purchase settings (e.g., allow multiple memberships in cart, allow selecting start date, renewal windows)

• pricing duration(s) and renewal settings

Step 3: Payment Account

Options:

• use existing payment account (from races/tickets)

• create new account

• send setup instructions to someone else

Step 4: Finish

• After wizard: website + dashboard are ready and usable immediately.

Dashboard highlights

How to access the dashboard

Two main ways:

• From RunSignup profile menu → My Membership Organizations

• From the public membership site (if signed in as a director) → Membership Organization Dashboard

Navigation helpers

• Menu search (top-left) to quickly find tools/settings

• Member search (top-right) to find/manage a specific member

Analytics landing page

Includes:

• Snapshot metrics with click-through reports

• Customizable cards (date range + year-over-year style comparisons)

• “Members by level” chart (active on first day of each month)

• Membership overview table:

  • Active (active any point during month)

  • Renewed (transaction occurred during month)

  • Expired (expired in month without renewal)

Self-serve portal (recommended)

Katie strongly recommends enabling the Self-Serve Portal so members can:

• update info

• manage members on a family membership

• update question responses

• add store items

• cancel membership
  …and more, depending on the permissions you enable.

Two-step setup:

1. Enable options in dashboard: Memberships → Self-Serve Portal

2. Add portal to website as a System Page in the website builder

Reporting essentials

Primary member reports

• Individual Members: one person per row (best for per-person view)

• Membership Purchases: one purchase per row (family members appear on one line)

• Expiring Members: filter by expiration window for renewal outreach

Common reporting tools:

• search filters

• edit columns (including custom questions/store)

• export/print

Financial summary

Standard RunSignup financial breakdown:

• transactions

• fees (processing, sales tax, etc.)

• refunds

• holdback / refund reserve

• adjustments

• amount owed, paid out, and remaining balance

Summary Reports + Saved Reports

• “Summary Reports” page links to common rollups (sales summary by level, purchase date calendar, store, questions, etc.)

• Saved reports let you preserve a set of filters + columns for quick reuse.

Demo callouts (what Katie showed)

Creating example membership levels

• Individual: 12 months, $50

• Family: 12 months, $100 (multi-person enabled)

• Organization: 12 months, $500 (org member type)

Information Collection configuration

Per level, choose required/optional/hidden fields for:

• purchaser info

• member info (or org info for organization memberships)
  Example mentioned: making password optional to reduce friction.

Member numbers (optional)

Separate from membership IDs:

• membership ID changes on renewal

• member number can stay consistent year-over-year for tracking

• option to assign same number across family members

Website builder

• add system pages (self-serve portal)

• customize banner image + layout (e.g., “stacked layout” to avoid text over banner)

Joining flow

• select membership level

• auto-renew checkbox appears where applicable

• purchaser info → member info

Report default filter gotcha

A common question: reports default to “member on current date”

• clearing the date shows all members over time (including expired)

Upgrading from legacy Clubs to Membership Organizations

• You can upgrade without rebuilding from scratch.

• Members carry over, but some items won’t copy fully (notably website content and some V2 component differences like store/questions).

• A Legacy Content tab remains available after upgrade for historical access.

• Support contact: info@runsignup.com