How do I create Membership Types and SubTypes?

  • Updated

Applies to: Web Edition

Before creating memberships for contacts and entering dues payments, you will need to set up your Membership Types and possibly Membership SubTypes in Contacts Settings.

  1. Go to "Settings" on the Main Navigation Bar.
  2. Click "Contacts Settings".
  3. Click the "New Type" button next to Membership Types on the Setup Contacts screen.
  4. Enter the Membership Type, Code, and Dues Amount.
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    • Membership Type and Code are required fields. Codes can be used to group multiple membership types for accounting purposes.
  5. Click "Save".
  6. Repeat for additional membership types.
  7. If your organization has membership subtypes, click "New Membership SubType" and add the name and codes for each subtype.

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