Member Types
Learn how to set up member types for efficient group management and reporting.
Member Types
Created by
Amith on Feb 05, 2021
Using member types will allow you to:
•Quickly search for groups of people in your member search area
•Filter the Following Reports: Appointments by Member, Sales by Category, Invoice & Payments, Accounts Due and Autorenew
To set up member types:
•Click on Setup
•Click on Personalize
•Click on Member Type
•Click on Add Member Type

•Enter the name of the member type
•Click Save and Exit

Attachments:
Document generated by Confluence on Apr 25, 2025 20:19