This guide will show you how to set up Membership Types.
Go to Administration.
Click on Memberships.
Select Membership Types.
***The Membership Type is the information that is available when running reports.
To add a new Membership type click on the Add Membership Type button - this can be found on the right hand side of the screen underneath the User name.
1. Enter the name of the Membership Type.
2. Click Choose to associate a Revenue Category with this specific Membership Type.
Next choose whether you would like to Save & Add New or Save
Save & Add New will give you the ability to add another Membership type.
Your new Membership Type will be added to the top of the list in the Membership Types area.
You can change the order of your Membership Types list by holding the mouse down on the two vertical lines, this will allow you to move the Membership Types line either below or above another Membership type.
If you need to edit or delete a Membership Type click on the icons below
- Pencil Icon: edit details
- Trash Can: delete Membership Type
*** If importing clients with memberships into EZFacility the corresponding Membership Types must be set up prior to the import.