Creating Membership Types in EZFacility Classic

This guide will show you how to set up Membership Types.


Click on Administration. 

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

Membership Administration

Locate the Memberships section and select Membership Types

Creating Membership Types

Create Membership Type

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.

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

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

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