Creating Membership Types in EZFacility Classic

Click on Administration. 

**Trainer Tip: Use the left navigation sidebar for quick access to Membership settings.

Locate the Memberships section and select 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.

** Trainer Tip: If not planning to generate taxes, it is highly recommended that revenue categories still be utilized.  Please see How to Set Up Revenue Categories.

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

**Trainer Tip: If importing clients with memberships into EZFacility the corresponding Membership Types must be set up prior to the import.