Memberships
ChessRoster’s membership system lets your club offer recurring subscriptions through PayPal. Members get discounted tournament entry (or exclusive access), and ChessRoster handles billing automatically.
Memberships require a linked PayPal account. See PayPal Setup before creating your first tier.
How It Works
The membership system has two layers:
- Membership tiers — Define the product (name, description, feature list). Examples: “Club Member”, “Junior Member”.
- Billing plans — Each tier can have multiple plans at different frequencies (monthly, quarterly, annual) and prices.
Players subscribe via PayPal billing agreements. ChessRoster checks their active subscription at tournament registration and applies any discount you have configured.
Setting Up Tiers and Plans
Open your organization’s edit page
Go to your organization and click Edit, then open the Members tab. Membership tiers, billing plans, and the member roster all live here.
Create a tier
Click Add Tier and fill in the tier details:
| Field | Notes |
|---|---|
| Tier Name | Shown to players on the public membership page (e.g., “Club Member”). Up to 100 characters. |
| Description | A short summary of who this tier is for (optional, up to 500 characters). |
| Benefits | One benefit per line. Shown as a checklist on the subscription page (e.g., “Discounted tournament entry”). |
Click Create Tier. It is now visible in your settings but players cannot subscribe until you add at least one billing plan.
Add billing plans to the tier
Expand the tier and click Add Plan. Set the billing frequency and price:
| Frequency | Billing cycle |
|---|---|
| Monthly | Billed every month |
| Quarterly | Billed every 3 months |
| Semi-Annual | Billed every 6 months |
| Annual | Billed once per year |
You can add multiple plans to a single tier. Players choose their preferred frequency when subscribing.
Publish
Once at least one plan exists, the tier is available on your public membership page at your organization’s subdomain:
https://[organization].chessroster.com/membershipThe Player Subscription Experience
For the full member-facing walkthrough — subscribing, managing, cancelling, upgrading, and how discounts apply at registration — see the player guide: Club Memberships.
On the public membership page, players see a card for each tier with its benefit list. If a tier has multiple billing plans, a selector lets them toggle between the available frequencies (monthly, quarterly, semi-annual, or annual).
When a player clicks Subscribe:
- A dialog confirms the billing terms.
- The player is redirected to PayPal to authorize a billing agreement.
- On return, their subscription is activated immediately.
Players manage their subscription at:
https://[organization].chessroster.com/membership/manageThat page shows their current status, next billing date, and a cancel option.
Subscription states
| State | Meaning |
|---|---|
| Approval Pending | PayPal redirect authorized but agreement not yet confirmed. |
| Active | Subscription is billing normally. Player has full member benefits. |
| Suspended | PayPal suspended billing due to a payment failure. |
| Cancelled | Player or organizer cancelled. Benefits continue until the end of the current period. |
| Expired | Subscription ended after cancellation or repeated payment failures. |
Using Memberships with Tournaments
Membership discounts at registration
When creating or editing a tournament, you can configure a membership discount on any registration fee tier. The discount is captured in a fee snapshot at checkout and applied automatically when a player with a valid membership registers — whether that membership is a PayPal subscription or one you added manually. Expired manual members no longer qualify (see Membership expiration).
Requiring membership through the event date
Enable the Require membership to be valid through tournament end date checkbox on your organizer’s edit page (in the Membership Tiers section) to restrict discounted registration to players whose membership remains valid through the event date — not just at the time of registration. Players without a membership covering the event date pay full price.
This is an organizer-level setting that applies to all tournaments under your organization. It is useful for club-run events where member pricing is a benefit of continuous membership, not a one-time discount.
Upgrade flow
Players can upgrade from one tier to another. ChessRoster prorates the billing so the player is only charged for the unused portion of their current cycle when upgrading.
Managing Your Members
The member roster lives on the Members tab of your organizer edit page. It is also available from the organizer management hub at [organization].chessroster.com/manage?tab=members. Both surfaces render the same roster.
Summary bars
When you have members, two summary panels appear above the table.
A stats bar shows four counts:
- Total Members — every member record, manual and subscribed
- Active Subscribers — members with an active PayPal subscription
- Manual Members — members you added or imported by hand
- Expiring Soon — active members whose expiration date is within 30 days
If you have at least one active subscriber, a Subscription Revenue panel adds estimated recurring revenue:
- Active Subscribers — count of active PayPal subscriptions
- Est. Monthly Revenue — all active plans normalized to a monthly figure (a 10/month)
- Revenue This Period — gross subscription payments collected since the start of the current month
- Net Organizer Revenue — revenue this period minus platform fees, with the platform-fee amount shown beneath
The members table
The table lists each member with First Name, Last Name, Email (with a copy icon), Tier, Source (Manual or PayPal), Status (Active, Inactive, or Expired), Member Since, Expires, Subscription status, and Next Billing date. On small screens the less essential columns collapse automatically.
Filter the roster with the Tier, Source, and Subscription dropdowns; a Clear filters link appears once any filter is active.
Each row’s actions (admins only) include Edit, Delete, and — for members with a PayPal subscription — Payments, which opens a payment history dialog where you can issue per-payment refunds.
Adding, importing, editing, and deleting members requires Administrator access on the organizer. Tournament directors can view the roster but cannot modify it.
Adding members manually
Click Add Member to record a member who is not subscribing through PayPal — for example, someone who paid dues by cash or check. You set their name, email, tier, member-since date, expiration date, and notes.
Membership expiration
Manually added and imported members expire automatically. You don’t need to come back and deactivate them once their term ends.
- If you set an expiration date, the member automatically switches to Expired once that date passes — no action needed on your part.
- An expired member immediately loses member pricing and member-only registration access, the same as if you had deactivated them by hand.
- Expiration takes effect at the end of the expiration date, Pacific time. A membership dated July 31 stays valid all day July 31 and shows as Expired starting August 1.
- Leave Expires At blank for a membership that never expires.
- To renew a member, edit their record and set a new expiration date.
- Active Member is a separate switch from expiration. Uncheck it to deactivate someone for another reason — for example, they left the club — but you don’t need to touch it just because a membership ran out.
- This automatic expiration only applies to manual and imported members. PayPal subscription members are unaffected — their status follows the billing lifecycle instead (see Subscription states above).
Bulk importing members
Click Bulk Import to paste a list of existing members as CSV. Use this to migrate a club roster onto ChessRoster in one step.
Paste CSV data
Provide one member per line with columns email, firstName, lastName, uscfId. The USCF ID column is optional. A header row (containing email, firstName, or lastName) is detected and skipped automatically.
Set a default “Member Since” date
Pick the join date applied to every imported member.
Review the preview
A preview table shows the first 10 parsed members and a count of any beyond that. Parsing errors (missing fields, invalid email) are listed so you can correct the data before importing.
Import
Click Import to create the records. The result reports how many members were created, how many existing members were updated, and any rows that failed.
Imported and manually added members are marked with the Manual source. They count toward member discounts just like PayPal subscribers while active, but ChessRoster does not bill them — when a term ends, you renew it by setting a new expiration date. If you don’t, the member expires automatically (see Membership expiration above).