Membership Suite

A complete membership management ecosystem designed for the world's most distinguished private clubs and hospitality brands.

Eight Pillars of
Membership Excellence

From the moment a prospective member submits an application to the day they walk through your doors, Loyalist orchestrates every touchpoint with precision and elegance.

01

Application & Onboarding

Dynamic guest-facing application forms with PDF club overviews, nomination workflows, and an internal approval pipeline.

02

Member Lifecycle

End-to-end management from welcome emails and status workflows (active, paused, resigned) to upgrade/downgrade processing, notes, tagging, and reporting.

03

CRM & Content

Centralized member profiles with dynamic fields, reciprocal club listings, dining management, real-time updates, and administrative push notifications.

04

Program Management

Multiple tiers, flexible pricing, billing frequency controls, perks and benefits assignment, guest pass allocation, and companion privilege management.

05

Billing & Finance

Automated recurring billing, stored payment methods, intelligent retry logic for failed payments, refund processing, and ACH payment support.

06

Communications

Email marketing, SMS marketing, renewal notifications, push alerts, and targeted announcements — all automated and beautifully branded.

07

Event Management

Create and publish events with multiple ticket types, pricing tiers, capacity controls, real-time sales tracking, and in-app check-in attendance tracking.

08

Members App

A polished member-facing application for event registration, dining reservations, benefits access, payment management, and Apple Wallet integration.

Operational Depth,
Refined Detail

Application & Onboarding Workflow
Guest-facing website application forms
PDF club overview included with application
Dynamic form builder with custom fields
Nomination and referral form support
Internal application pipeline & viewer
One-tap approve/deny for leadership
Member Lifecycle Management
Automated welcome email with triggers
Status: active, paused, resigned, terminated
Upgrade & downgrade tier processing
Internal member notes & tagging
Application data reporting
Renewal and expiration management
Billing & Payments Financial
Automated recurring billing
Failed payment retry logic (end of cycle)
ACH payment support
House accounts with credits & card on file
Event ticket payment processing
Membership dues collection
Events & Programming Engagement
Event creation and publishing
Paid, complimentary, member-only, guest tickets
Pricing tiers and member limits
Total event capacity control
Visibility and access controls
In-app RSVP and registration
Communications Outreach
Email Marketing
SMS Marketing
Membership renewal reminders
Push notifications to Members App
Administrative announcements
Real-time club updates

The Members App

A beautifully crafted mobile experience that puts your club in every member's pocket — elegant, intuitive, and deeply personal.

🎫

Events & Registration

Browse, RSVP to free events, and purchase tickets for paid programming — all within the app experience.

🍽

Dining & Reservations

View dining options, create restaurant bookings, modify reservations, update guest counts, and request culinary concierge.

Benefits & Privileges

View full membership benefits, reciprocal club access, and personal perks — all in one clear, branded view.

👥

Guest Passes

Two guest pass types — companion passes and reservation passes — managed and redeemed seamlessly in-app.

💳

Payment Management

Update payment methods, view billing history, and manage house account balances from the member dashboard.

📱

Apple Wallet

Apple Wallet integration with custom club colors and benefits summary — a digital membership card always at hand.

A Seamless Transition
in Four Phases

We understand that transitioning a private club to a new platform requires care, precision, and patience. Our phased onboarding ensures nothing is missed and every team member is confident before launch.

Phase 1 · Weeks 1–3

Discovery & Foundation

We begin with deep-dive sessions to understand your club's unique DNA — membership tiers, operational workflows, branding requirements, and integration landscape.

  • Stakeholder interviews and requirements gathering
  • Audit of existing membership data and systems
  • Define membership tiers, pricing, and billing logic
  • Map application and nomination workflows
  • Brand asset collection (colors, logos, tone)
  • Integration inventory and API readiness assessment
  • Assign dedicated Loyalist onboarding manager
Phase 2 · Weeks 4–7

Configuration & Build

Your dedicated team configures every aspect of the platform — from membership tiers and billing rules to application forms, event templates, and the Members App experience. Your brand is woven into every screen.

  • Configure membership tiers, perks, and guest passes
  • Build application forms and nomination workflows
  • Set up billing engine (recurring, ACH, retry logic)
  • Design and brand the Members App experience
  • Configure Apple Wallet passes with club branding
  • Connect payment processing and email systems
  • Build event templates and ticket configurations
  • Set up CRM fields, tags, and member profiles
Phase 3 · Weeks 8–10

Migration & Testing

Member data is migrated with meticulous care. Every record is validated. Your team gets hands-on access to a staging environment, and we run end-to-end tests across every workflow before anything goes live.

  • Member data migration and validation
  • Payment method migration and verification
  • End-to-end workflow testing (apply → approve → onboard)
  • Billing cycle simulation and reconciliation
  • Event creation and ticket purchase testing
  • Members App beta testing with select members
  • Staff UAT (User Acceptance Testing) sessions
  • Integration stress testing across all connectors
Phase 4 · Weeks 11–14

Launch & Optimization

We go live with a carefully choreographed launch plan. Your staff receives comprehensive training, members are introduced to the new app, and our team stays embedded for the first month to optimize and refine.

  • Comprehensive staff training sessions (admin & front-desk)
  • Member communication plan and app launch announcement
  • Phased rollout: staff → select members → full launch
  • Live monitoring of billing, events, and app performance
  • Rapid iteration on feedback from staff and members
  • Post-launch health check at Week 12
  • Optimization report and roadmap at Week 14
  • Transition to ongoing support and account management