Member Types are the core of the Members screen and are used to differentiate between different kinds of members and non-members. Here is an example of the Manage Member Types screen:

Access the Member Types Screen

To access, go to the Members+ screen and click the gear icon in the upper right. There will be a Member Types option available.

Definitions

Admin-only

The Admin-only setting controls what non-Administrators can see when it comes to members. For example, in the above image it shows Guest and Prospects checked. What that means is that when a non-Administrator goes to the Members+ screen they will only see the members who are member type = Member. Administrators will see all of the member types. Any other area that displays members (like the email recipients) will only show the member types allowed for non-Administrators.

Is Member

Check this to indicate which member types represent members. This is used in places like the Email area where the ALL MEMBER recipient option is for sending to only members, and also in the attendance area since attendance is typically only tracked for members.

Sorting of Member Types

The order of the member types on the Members+ screen can be changed by clicking the "=" icon and dragging and dropping into the desired position.

How to Structure Member Types

• They should be representative of the different kinds of people who interact with your club (members, guests, vendors, prospects, etc)

• The fewer the better. Use the minimum number of types to categorize these people.  Too many and it gets cluttered and hard to manage. One way to look at it is if you needed to list a certain kind of person (member, guest, etc), that would be a member type.

• They don't need to be structured like you do your club billing. We will build ways to do that into the dues billing module.