This guide will show you how to set up Membership Types.
Administration
Click on Administration.
Membership Administration
Locate the Memberships section and select Membership Types.
Creating Membership Types
1. Enter the name of the Membership Type.
2. Click Choose to associate a Revenue Category with this specific Membership Type.
3. Click Add Membership Type.
***If not planning to generate taxes, it is highly recommended that revenue categories still be utilized. Please see How to Set Up Revenue Categories.
Editing a Membership Type
View, edit, and delete Membership Types via the control panel:
- Green Arrows: change the order Membership Types are displayed
- Pencil Icon: edit details
- Red "X": delete Membership Type
*** If importing clients with memberships into EZFacility the corresponding Membership Types must be set up prior to the import.
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