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Member Types are used as a solution to classify members for reporting, billing, and marketing purposes on a club by club basis. The Office system allows the user to create an unlimited amount of Member Types depending on the clubs operations. Use Case
A Club’s Member types could include the following: Corporate Golf Junior, Associate Golf, Honorary, Intermediate, Social, Tennis, Senior, and Resigned types. Additionally, Clubs usually set up an additional Member type for either the primary Member’s spouse or dependent where appropriate (ie - Social-Sp, Social-Dep) to ensure billing is processed appropriately. |
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a) Click the New icon on the toolbar.
b) Right-click anywhere on the Member Types Grid and select New.
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3) Complete the General Information, and then navigate to each of the below tabs and enter all relevant information. It is recommended to enter information on these tabs in sequential order. Please see the Tab Overview section of this document for further instructions on each tab.
- General Information
- Late Fees
- Rules
- Overrides (If Applicable)
4) Lastly, click Save & Close to complete the setup of the new Member Type.
Best Practices
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- Set up consistent Member Type naming conventions. For instance, if you club is setting up Spouse and Dependent Member types, always designate them consistently (ie - Member Type - Sp, vs., Member Type 1-Spouse, Member Type 2-Sp, Member Type 3 - SPS, and Member Type - Dep, vs.. Member Type 1-Depend, Member Type 2-Dep, Member Type 3-Dependent).
If Members are part of a Member Type that is subject to Late Fees, but they are exempt, ensure to flag the Member as late fee exempt in the Member’s Profile, Financial Information tab.
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