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Members : Assign Member Classes

Article Contents: This article gives step-by-step instructions on how to assign a member class to a member.

Step-By-Step:

Step 1: Select the CUSTOMERS module from the module navigation menu. Here you will see a list of all the customers.

 



Step 2: Click on the Customers tab. Then select the customer you wish to assign a class. 

 

 

Step 3: Under the General tab, click on the Member Info tab. Then select the class from the drop-down next to Membership Class.


 

Step 4: The system will open a MEMBERSHIP CLASS window containing the Effective date and Expiration date, and an option to pay this class by charge account. 

 



Step 5: A newly assigned member class will now show in the Member Classes List section. Click on the Save button to save the changes for the customer.

 

Click here for more information regarding expiration dates, bill til dates, and charge accounts.