Creating a Membership Type

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

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. For more details on this see Settings/Member Online Application

There are a number of other settings you can select:

Allow to use the Member Portal

Allow Member to Enrol in Classes

Hide Documents button in the Member Portal 

GST exempt

The Has a Parent Category  is if you wish all your membership income to be grouped under a common heading on your Profit and Loss Report. To use this you must first create your parent category in Money/Account Categories and that category must have no transactions recorded directly into it. It is simply a heading for other "child" categories.