Intro to Area Groups

Summary

This guide explains how to create an Area Group, which allows you to define a group of facilities included within a membership. Area Groups must be configured before they can be assigned to a membership.


Video Walkthrough

 

 


Step-by-Step Guide

Step 1: Access the 'Memberships' Module

  1. From the home page, navigate to the Memberships module.

    Memberships.png

  2. Select the Area Groups section.

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Step 2: Create a New Area Group

  1. Click the Create New Group button.

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  2. Enter a name for your Area Group (e.g., North London).
  3. Click the Create button to save your new Area Group.

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Step 3: Add Facilities to Your Area Group

  1. Click the Manage Facilities button within your newly created Area Group.

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  2. Click the Add New Facility Group button.

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    a. Search for your main facility and click the Create button.

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    b. Select the facilities you want to include in your Area Group by checking the box next to each facility.

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    c. Once all desired facilities are selected, scroll to the bottom of the page and click the Save button.


Your Area Group is now set up and ready to be assigned to a membership!

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