Skip to content
  • There are no suggestions because the search field is empty.

Member Types

Learn how to set up member types for efficient group management and reporting.

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