Creating Membership Types in EZFacility Classic

This lesson will show you how to set up your membership types


Click on the Administration link

Membership Administration

Membership Administration

Click on the Membership Types link

Create Membership Type

Create Membership Type

1. Enter in the membership type label

2. Choose a revenue category to associate with this specific membership type

3. Click Add Membership Type

*If you are importing clients into EZFacility with previous memberships, your Membership Types must be set up prior to the import*

Added Membership Type

Added Membership Type

View your existing membership type listing and utilize the pencil icon to edit and current type or the red X icon to delete the type. The green arrows can be used to change the order in which the types are listed.

(See How to Set up Membership Plans)

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