Creating Membership Types

Membership types allow you to group members in order to activate different treatment options for different groups. The treatment options that can be controlled or granted by membership type include:

  • Discounts
  • Access privileges or restrictions
  • Cross-club check-in privileges within the company
  • Unlimited services

You must create the desired membership types first and then you can include them in a payment plan.

To create a membership type

  1. Click Setup.
  2. In the Members Setup submenu, click Membership Types.
  3. On the Manage Membership Types page, click Create.
  4. Type a Name.
  5. Type a Description.
  6. Type an ABC Code.

The ABC Code must be six (6) alphanumeric characters or less (you cannot use special characters). The system will not accept a code that is longer than six characters, or that contains special characters.

  1. Select the Discount Type, if applicable.
  2. To activate Access Restriction, select Yes.

If set to Yes, you must complete the access fields page (see Step 12 below).

  1. To Allow Remote CheckIn, select Yes.
  2. Select Clubs for which this membership type will apply.

To make a membership type inactive, move all clubs back to the Available column.

  1. Select Services that will be included in this membership type.
  2. To continue
  • If you set the Access Restriction option to No, click Finish.
  • If you set the Access Restriction option to Yes,
  • Click Next to set up access schedules.
  • Click Finish.

The membership type now appears in the active list on the Manage Membership Types page and it will be available for selection when creating payment plans.