Creating Membership Types

If you intend entering your members manually then you will need to firstly create your Membership Types. Member Wizard has a standard default membership type of Unclassified” but you can create other types such as Ordinary, Junior, Senior, Honorary, Life etc.

You create Membership Types from Settings, Membership Types in the left hand navigation menu.

To create a membership type, select Settings, Membership Types from the left hand navigation and then click the Add Type link beside the list of membership types.

Complete the Membership details and then click Save. If you select a membership type with a $0 membership rate allocated to it, Member Wizard will not include these members when you produce Membership Reminders.

You can vary the length of the membership by changing the number in the Months field.

If you wish to no longer offer a particular membership type you can make it Inactive simply by unchecking the Active box. This means it will no longer appear as an option during any menu function.

The box marked Allow Member to Select is used when you have configured the Member Wizard link on your website which allows your members to join online. If this box is checked then this membership type will be available to be be selected by any prospective new member when joining from that link.

If you wish members with this membership type to be able to access the Member Portal then check the box as indicated.

For more details on this see Settings/Member Online Application