📋 Overview

The Learn to Skate (LTS) Membership feature streamlines the registration process by integrating LTS USA membership verification into Dash. This feature allows customers to easily verify their membership when registering for a Learn to Skate program through the customer portal. In some cases, a membership may need to be deleted, such as when it was incorrectly linked or if the parent accidentally verified the wrong child’s profile. This article provides instructions on both membership verification and how to delete or unlink a membership if necessary.

✅ Benefits

Time-saving: The verification process ensures quicker registration for Learn to Skate programs.
Ease of use: Simple and smooth customer experience during registration.
Improved Customer Satisfaction: Ensures that customers can easily verify their membership and proceed with registration without issues.

⚙️ Setup

To implement the LTS Membership Verification feature to be seen on the Customer Portal, follow these simple steps:

Click the arrow to learn how to set this feature up

In the global search box, type "Products" to find the Learn to Skate class fee product assigned to your classes.
Toggle the Required Memberships option to "On".
Check the Learn to Skate USA® option.
Save your changes by clicking anywhere on the page (it will autosave).

👤 How It Works on the Customer Portal

Click the arrow to learn how this works on the customer portal

Registration: Customers can search and register for a Learn to Skate program as they normally would. At checkout, they are prompted to verify their LTS USA membership.
Verification Methods:
- Member ID: Enter the membership ID if known.
- Alternate Verification: If the ID is not available, the system will attempt to verify using phone number and email. If those aren’t available, it will prompt the customer to visit the LTS USA website to register.
When you know your member ID number, simply enter the number in and you will see a screen like this that displays the membership details for the customer. If it looks correct, click the "Send Email" button. If not, click the "Go Back" button and instead use the "alternate verification method".
When selecting the "alternate verification method" the system looks at the customers first and last name and gender for any possible matches. Select which one is the correct account, and press "Continue".
If the customer does not have a phone number on their profile with Learn to Skate, an email address will be used to confirm the identity.
Once you have selected the proper customer, you will receive a text or an email asking you to click a link to confirm your account. Emails can take a few minutes to appear so be patient. Here is an email example:
After you verify the link, the modal says "hit continue" and as long as your membership is not expired, it will close. The verification button and section goes away and you can proceed with your checkout options.
Once the process has begun to validate the membership, on the Membership section within the customer portal page, you will see the tile with the skaters details and a link to complete the verification and another link to access the Learn to Skate USA website.
Once the membership has been validated and as long as it still active, the tile within the Customer Portal will appear like this with:
For a customer that has an expired Learn to Skate membership, here is how it will look on the Customer Portal:

🛠️ How It Works on Admin Side

🔔 Important Note:
Currently, the initial integration does not include membership verification on the Admin side. When registering for a Learn to Skate class in person, staff will not be prompted to enter a membership number. Instead, you can direct the customer to the Customer Portal to complete their registration, or use the Customer "Online Experience" to guide them through the registration process and subsequent membership verification.

Below is a Video demo of how you can use the Online Experience to help register a customer in person.

Click the arrow to see how the membership badges adjust on the customer profile

Once a customer has started the verification process online, the LTS stages will appear on the Admin side.

Pending Status: If the customer hasn’t verified their membership, it will appear as "Pending."
Expired Membership: Customers with expired memberships will have an "Expired" status visible in the Admin panel.
Active Membership: If the customer has a valid and active membership, it will show as "Active" on the Admin side.

❌ How to Delete or Unlink a LTS Membership

In some cases, you may need to unlink or delete a Learn to Skate membership due to an error in the linking process. For example, if a membership was mistakenly linked to the wrong child or parent profile, you can follow these steps to resolve the issue.

Click the arrow to learn how to delete or unlink a membership

🔑 Authorization

The staff member must have the "Delete Membership" authorization in their user role to delete or unlink a membership.

🧰 Steps to Delete a Membership

Pending Status:
- If the membership is still in the "Pending" status, you can delete it by navigating to the customer’s profile and clicking the "Delete" button.
- Confirm the deletion when prompted.
Active/Expired Status:
- If the membership is "Active" or "Expired," you must first unlink the membership from Dash. Click the "Delete" button in the customer profile, and confirm the deletion.
- Once deleted, the customer will need to log in to their LTS account, go to "My Profile".
- Remove the linked account under the "Linked" accounts section.

📊 Reporting & Tracking

There are a couple different ways to currently view customers that have the Learn To Skate Membership. More will be added but here is what we have at this time:

📋 Membership Report

Click the arrow to learn how the Membership report displays helpful details

Includes a column for Learn to Skate IDs, allowing you to view membership details.

🔍 Search, Email & Text (aka Customer Search Report)

Click the arrow to learn how the Customer Search report displays helpful details

Displays LTS memberships under the "Memberships Purchased" section, allowing you to filter and search for customers with an active LTS membership.

📜 Audit Log tracks changes to External Memberships

Click the arrow to learn how to use the audit log to track membership changes

A new drop down option has been added to the Audit Log. If you select "View changes to : External Memberships", you will be able to see these updates.

💡 Pro Tips

⚠️ Double-check names, email addresses, and other matching details during alternate verification. Mismatched data may cause verification to fail.
🧠 If a membership is expired, it still appears in Admin (marked “Expired”). Use this status to remind customers to renew before registering.
💬 When assisting in person, have customers begin the verification via the Customer Portal or using the Online Experience feature. Once started online, the LTS status shows in Admin.
⛔️ Staff roles without Delete Membership permissions cannot unlink memberships. Always confirm user-role authorizations before attempting deletion.
📌 If a membership link is incorrect, delete it in “Pending” status. For “Active” or “Expired,” unlink it first, then guide the customer to remove it from their LTS USA profile.

❓ Frequently Asked Questions (FAQs)

Click the arrow to view frequently asked questions

Can I add a Learn To Skate USA membership to a person’s account from the Admin side?

Click the arrow to see the answer

No, this can only be done from the Customer Portal.

What happens if someone is registering in person at the facility?

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The Admin side does not prompt for membership verification during an in-person registration. Staff should guide customers through the Online Experience or have them log into their Customer portal page so the verification process is completed correctly.

How can I delete or unlink a membership if it was linked incorrectly?

Click the arrow to see the answer

If the membership is in “Pending” status, delete it from the customer profile. For “Active” or “Expired,” unlink it on Admin side, then have the customer remove it from their LTS USA profile under “Linked Accounts.”