Premier | Membership Categories

Premier | Membership Categories

Description

Membership categories provides the ability to add an additional attribute to a members record, which can then be used when reporting or marketing specific segments of your membership.  For example the member may be joined on a full membership, but might also be a staff member, founder, lodge owner, etc...

Resolution







Creating Membership Categories

  1. To create a new category click onto the "Green Plus"
  2. Enter a description 
  3. Select the "Green Tick" to confirm

Applying Site Rules 


Select the "Membership Category" from the List at the bottom of the screen, then select the "Site Details" tab
If using a multi-site solution select the "Site" in the list of sites
  1. Alternate Description - if the site naming convention differs per site you have the ability to define a local description
  2. Inactive - to deactivate for this site