The Unified Platform allows Clubs to manage their Member Groups seamlessly across the (back) Office and Axis-Website, ensuring Club Administration has the tools they need for managing and communicating to Groups, and Members can easily join Groups that are relevant to them.
Create a Group
All Groups that will be shared between the Office and the Axis-Website need to be created in Office to effectively sync with the Website.
Login to CMA (Clubessential Management Application).
Static - Fixed group of Members assigned by the Administrator. Members do not have the option to add themselves or opt-in to this group.
Static - Opt-In - Fixed group of Members but also allows additional members to join or opt-in to this group.
Dynamic - Variable set of Members, based on the parameters associated with the group. Administrators set the parameters, and the system automatically assigns membership based on the parameters. Depending on the parameters set, the Membership of a Dynamic Group may change as criterion is met or not met.
*Non-Spouse Dependents - This is referring to the children associated with the Primary Member. The result of using this filter will only include the name of the Primary member who has children and does not include the name of the Spouse.
Enter the number of child/dependents to be included in the search results
Enter 1 or higher IE. When entering ‘2', the system will include any primary member that has 2 or more children. If the number entered is '5’, the system will look for any primary members with 5 or more children
It is not required to enter actual age ranges. The Age filter should only be applied if the club tracks the Date of Birth for every Dependent record
Enable Groups Sync
Once Groups have been established in Office, they will need to be set to Sync to the Website.
Create and Administer all Shared Groups in Office to ensure proper syncing with the Axis-Website.
Important Note: The only information that will sync from the Website back to Office, are changes to a Static/opt-in group. All other Group data will be push only from Office to the Website.
Why aren’t the changes I made to a Group on the Website showing up in Office?
Other than Membership Adds of Static Opt-In Groups, all Groups must be created and administered from Office to ensure all changes sync appropriately with the Axis-Website
How often do groups sync?
The sync runs every 5-15 minutes. As changes are made in Office to Static or Static-Opt-In Groups, those will push over in the given timeframe. Dynamic groups updates once daily in Office and will push to the web once daily, unless manually changed.