Core setup
Member demographics
Member demographics group your members into categories such as Adults, Kids, or Family. They are the backbone of your pricing structure: every plan and every fee is tied to a demographic, and a member's price is determined by the demographic they belong to. A demographic also defines whether a responsible payer is required, whether several people can share one membership, and whether members get access to the platform.
Navigate to Settings > Member demographics to manage your demographics.
Demographics vs. segments
These two concepts are easy to confuse, but they serve different purposes:
- Demographics are fixed age and pricing groups. They determine which price applies to a member and are linked directly to plans and fees. As training groups, they also decide which classes a member may attend.
- Segments are dynamic filters for communication (e.g. "Plan is Gold AND Discipline is BJJ"). They resolve into a recipient list based on rules and are used for campaigns and notifications -- see Segments.
A demographic can even be used as a rule inside a segment ("Demographic is Kids"). In short: demographics drive price and classes, segments drive the audience for messages.
Training groups: which classes a member may attend
For adult and kids' classes the line is usually clear. For teenagers less so: one 15-year-old has long trained with the adults, one 17-year-old isn't ready yet. Omoplata used to derive the allowed classes from the member's plan -- right most of the time, but with no way to decide differently for an individual member.
So there are now two settings that work together:
- A class can be offered to several demographics. A class for Teens and Adults is open to every teenager. Set it on the class under Demographic -- see Classes.
- A member can be in several training groups. A teenager who is ready gets the Adults group added and can then join adult-only classes too -- without changing plan or price.
A member's training groups are in the Training groups section of their profile. When a member is created or imported, they automatically get their plan's group (without a plan: the group matching their age). After that nothing changes on its own.
| Good to know | |
|---|---|
| At least one group | A member without a training group would be turned away from every class, so the last group can't be unticked. |
| Assignments stay | When you remove a group, existing class assignments are kept. Omoplata first shows which assigned classes would then fall outside the member's groups. |
| No automatic moves | A birthday moves nobody. When a member outgrows their group's age range they stay in it until somebody changes it by hand on their profile. Usually the answer is to add the next group -- that way nobody is locked out. |
| Classes only | Training groups control classes, check-in and assignments. Prices, fees, contracts, consents and segments still follow the plan. |
Creating a demographic
Click the + button in the top-right corner. Set:
| Field | Description |
|---|---|
| Name | The display name of the group (e.g. "Adults" or "Kids"). |
| Code | A unique technical identifier (e.g. adults). Leave it blank and the code is generated from the name automatically. |
| Minimum age / Maximum age | The age range this demographic covers. Both are optional; leave the maximum blank for no upper bound. |
| Requires payer | Whether members in this demographic must have a responsible payer on file (see below). |
| Allows multiple members | Whether one membership in this demographic can hold several people -- typical for a Family demographic. |
| Has platform access | Whether members in this demographic can log in to the platform. |
| Active | Whether the demographic can be assigned to new members and automations. Inactive demographics are kept for existing data but hidden when creating new records. |
Requires payer
When Requires payer is enabled, a member in this demographic must have a responsible payer on file. This is typical for kids' groups where a parent pays the dues: the child is the member, the parent is the payer.
For adult demographics this is usually turned off, since the member pays for themselves.
Multi-member memberships
With Allows multiple members, a single membership can hold several people -- ideal for a Family membership where parents and children are bundled under one shared plan and price, instead of creating a separate membership for each person.
Age groups
Within each demographic you can define finer age groups. While the demographic sets the broad bracket and pricing logic, age groups break it into more precise age ranges -- useful for eligibility and assignment, such as age-tiered kids' classes.
Each age group has:
| Field | Description |
|---|---|
| Name | e.g. "Mini-Bambini" or "Youth". |
| Minimum age / Maximum age | The inclusive age range. The maximum is optional. |
| Requires payer | Same as at the demographic level, but configurable per age group. |
Age groups are managed inline directly on the demographic card: use Add age group to create one, edit each row in place, then save with the check icon or remove it with the trash icon.
Example for a martial arts school
A Kids demographic (ages 4--15, requires payer) might be broken into the age groups "Mini-Bambini" (4--6), "Bambini" (7--10), and "Youth" (11--15). This lets you handle eligibility and assignment in line with your class levels while the parent pricing group stays consistent.
How demographics work with plans and fees
Every plan is tied to a demographic, and fees can have different amounts per demographic. When a membership is created, the system uses the plan's demographic to automatically select the correct plan and fee price. An exam fee might be 40.00 for adults and 25.00 for kids -- each chosen based on the member's demographic.
Because of this, make sure your demographics are set up cleanly before configuring plans and fees.