Membership Types

Membership Types may be created so you can assign them to a drop-down list when creating or modifying your member’s record. Selecting your members by Membership Type then is an option that is available throughout the software.

Assign Membership Type to a Member

Membership Type may also be assigned when a new member is created. This selection is available on the second step of the four in creating a new member.

1.	Click Members in the left-hand menu.

2.	Select the desired member from the drop-down menu.

3.	On the General tab, click the Membership Type arrow in the Additional Information area to select the desired Membership Type.

Figure 2-2a Assigning Membership Type to your member

4.	Click Save.

How are Membership Types used?

Membership Types are used throughout the software once defined and assigned to your members. Some common uses of Membership Type:

•	Reports may be viewed/generated by Membership Type

•	Communication may be sent/created by Membership Type

•	Event invitations may be sent by Membership Type