Customizable Class Management

Membership Types allow you to associate memberships to accounts and contacts. Through memberships, you can provide membership discounts to contacts as well as specify certain programs or programs as exclusive to members.

To add or edit a Membership Type

1. On the administration menu, select Lookups, select Memberships, and then click Membership Types.
   
   The Membership Types page displays.

2. Do one of the following:

   • Click the Edit button next to the membership type you want to change

   • Click Add new membership type....
     
      

3. Select the Exclusive check-box to indicate the membership cannot be active for a contact in conjunction with other active memberships.

4. If applicable, in the Account Code box, type the general ledger account number from your company's accounting system. .

5. In the Sort Order box, type a number to indicate where in the list of memberships that display in the Purchase Membership page the new membership should display.

            NOTE: If no sort order is assigned, memberships will sort alphabetically.

6. Type the amount the membership costs in the Membership Fee box. If left blank, the membership is free.

7. In the Maximum # Contacts box, type the number of contacts in an account to which a membership can be applied.

8. Type the name of the membership in the Description box.

9. Select an option from the Membership Duration box to set the length of time a membership is active.

   • Annual Fixed Term (Calendar Year)

   • Fixed Dates - If selected, you must type a Start Date and End Date for the term.

   • Fixed Duration - If selected, you must type an Interval # and select a Type.

   • Lifetime

10. Select an option from the Discount Type box.

    • None - No membership discount is applied.

    • Dollar - When selected, you must type the dollar amount that should be discounted for registrations.

    • Percentage - When selected, you must type the percentage amount that should be discounted for registrations.

11. Click in the Renewal Option box to choose the appropriate renewal option for the membership.

12. Click the  Online Registration tab to make the membership available for purchase online.

    1. Select the Available Online check-box.

    2. Type the title of the membership in the Title box.

    3. Type a description of the membership in the Description box.
       
        

13. Click the Eligibility tab and select the Account Types and Account Contact Types that are eligible to purchase this membership.

14. Click the Save and Return button to save the membership type and return to the Membership Types list.
    
     

To delete a Member Type

1. On the administration menu, select Lookups, select Contacts, and then click Membership Types.

2. Click the Edit button next to the membership type you want to delete.

3. Click the Delete button.

4. Click Yes to confirm the deletion.

         NOTE: You cannot delete a membership type if it is assigned to a member.