How to Connect Your Revenue Categories

Click Administration

Click Memberships

Click Membership Types

Click the pencil icon for the membership you would like to add a revenue category to.

1. Click on the Revenue Category drop-down.
2. Choose the appropriate revenue code for this membership
***If you need a specific subcategory, click the arrow next to the parent category to open the menu and choose the subcategory code.
3. Click  Save.

Click Membership Plan on the menu located on the left side of the screen.

Here you can see the membership type attached to the membership plan.

Click Administration

Click Package Plans

Click the pencil icon to open the package plan you want to attach a revenue category to.

1. Click Billing
2. Click Choose

Choose the appropriate code for this package plan.
***If you need a specific subcategory, click the arrow next to the parent category to open the menu and choose the subcategory code.

Click Update Package Plan to save the category code.

Click Administration

Click Location Settings

Click Rental Types

Click the pencil icon next to the rental type you need to add a revenue category to.

Click Choose

Choose the appropriate code for this rental
***If you need a specific subcategory, click the arrow next to the parent category to open the menu and choose the subcategory code.

Click on the floppy disk to save this

Here you can see the revenue category connected to the rental type.

Click Groups

Click the pencil icon for the group you need to add a revenue category to.

Click the drop-down for Revenue category:

Choose the appropriate code for this group
***If you need a specific subcategory, click the arrow next to the parent category to open the menu and choose the subcategory code.

1. If you want the revenue category to be attached to the subgroups check of the box next to Update Revenue Category in Subgroups.
2. Click Save to have the revenue category attach to the group.

The revenue category is now attached to the group and all subgroups.