You use membership categories to segment your memberships for reporting purposes. For example, you may offer a Zoo Membership and a Club Membership.
Add a Membership Category
- Click the Membership Categories link from the Main Menu. The Membership Categories screen opens.
- Click the Add button. The Add Membership Category screen opens.
- Enter the name of the membership category into the Description field.
- Check the Active check box.
- Click OK.
Change a Membership Category
You can change the description for a membership category after you have created it. When you change the description of a membership category, it updates wherever the membership category is used. If you don't want to update the already existing membership category data, then you must add a new membership category using the steps in Add a Membership Category.
- Click the Membership Categories link from the Main Menu. The Membership Categories screen opens.
- Select the membership category to edit.
- Right-click and select Edit. The Edit Membership Category screen opens.
- Update the description.
- Click OK.
Inactivate a Membership Category
If you no longer use a membership category but want to keep record of it for reporting or other purposes, you can make it inactive. When you make a membership category inactive, it is no longer available for selection for membership types. If it is assigned to a membership type, it is removed from the membership type.
- Click the Membership Categories link from the Main Menu. The Membership Categories screen opens.
- Select the membership category to make inactive.
- Right-click and select Edit. The Edit Membership Category screen opens.
- Uncheck the Active check box.
- Click OK.
Delete a Membership Category
If you no longer use a membership category and don't want to keep a record of it, you can delete it. When you delete a membership category that is used, you receive a prompt to select a membership category to replace the membership category you are deleting. You cannot undo the delete or delete and replace process.
- Click the Membership Categories link from the Main Menu. The Membership Categories screen opens.
- Right-click on the membership category to delete.
- Select Mark for Delete.
- Click the Save button. If the membership category is used, the Replace screen opens.
- Select the membership category from the drop-down to replace the deleted membership category.
- Click OK.
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