Knowledge Base
Assign A Membership / Customer Type

This article will guide you through changing a customer or member's membership type.

 

Requirements - A Master Admin or staff type with the following permissions:

  • Member Management : General - Can access member options
  • Member Management : General - Can edit client profiles
  • Member Management : General - Can edit clients membership type


Access Member Profile




 

To access this screen go to Members > Search Member and select the desired client. Click on the PROFILE button to continue.



Customer Profile





Clicking the PROFILE button will open the customer profile screen. Scroll down to the Membership Type field and select the desired membership type from the drop-down. Once this is done click the button Click To Update to save your changes. 




Viewing Membership Type





After you update the client's membership type, you can see this when you do a Member Lookup and select the member, click the ALL DETAIL button. Starting in the top-left corner will be the client summary.  Membership type is located here.

 
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