getting-started
Getting Started
Onboarding, registration, and the key concepts you need to run your membership program
What Is MemberZone?
An introduction to MemberZone - what it is, the three club types it supports, and how pricing works.
Registration & Onboarding
How to create your MemberZone business account in Get Started, book your setup call, activate setup with the link or code we email you, and work through the launch plan to go live.
Migrating from OrderPort
What comes across from an OrderPort export, what does not, and the order to do the migration in.
Your Dashboard
A walkthrough of the MemberZone dashboard - the header, metric tiles, action items, CRM overview, activity feed, and how upcoming billing is computed.
Navigating MemberZone
A guide to the HQ sidebar: its groups (People, Fulfillment, Inventory, Rewards, Financials, Marketing, Storefront, Settings), where Redemptions and Loyalty live, and how permissions and badges affect what you see.
Reports
Run built-in reports, ask Zoe for a custom one, edit a report before you run it, save reports as one-click templates, and find your recent files. Report columns use your business's own words.