--- title: "Browser - Customers: Assign a Membership Class to a Customer" description: "How to assign a membership class to a customer in Club Caddie Browser: sign them up for membership, choose the class on Member Info, set the dates, and save." --- [Skip to content](https://support.clubcaddie.com/browser-customers-assign-a-membership-class-to-a-customer#main-content) English Show submenu for translations [![CC fiserv. 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Enter your question and get step-by-step tips. - There are no suggestions because the search field is empty. 1. [Club Caddie](https://support.clubcaddie.com/?hsLang=en) 2. [Browser](https://support.clubcaddie.com/browser?hsLang=en) 3. [Members](https://support.clubcaddie.com/browser?hsLang=en#members) October 5, 2026 # Browser - Customers: Assign a Membership Class to a Customer ## Sign a customer up for membership, then give them a class and its dates ##### **Overview** A membership class records which class a member belongs to and the dates it runs. Giving someone their class takes two short steps. First you start their sign-up, which creates a Membership ID. Then you choose their class on **Member Info** and select **Save**, which makes the membership official. Once the class is saved, the **Membership** section of their profile opens. ##### **Before you start** - The customer needs a profile. If they are new, add them first (see "Browser - Customers: Search, Add or View a Customer Profile"). - Your club's **Membership Sign Up** setting must be on in **Settings**, **Membership Settings**. If it is off, **Signup for Membership** does nothing. Your Club Caddie specialist can check this with you. - Your club decides which details a member must have before they can sign up. These can include an email, a mobile number and an address. If one is missing, the sign-up stops and tells you which. - Your membership classes must already be set up. If the class you need is not in the list, ask your Club Caddie specialist. ##### **Sign the customer up for membership** 1. Go to **Customers** and open the customer, using **View/Edit** on their row. 2. In the **General** section, on **General Info**, find **Signup** and select **Signup for Membership**. It looks like a ticked box, but it works as a button. ![The Signup for Membership button on General Info](https://support.clubcaddie.com/hs-fs/hubfs/kb-pipeline-images/browser-members-assign-membership-class-01--1.10.2-annotated.png?width=670&name=browser-members-assign-membership-class-01--1.10.2-annotated.png) 3. Read the message that appears. If it asks for something, such as **Please Enter Address**, close the message, fill in that detail on the profile, and select **Signup for Membership** again. 4. When you see "Customer updated successfully", select **OK**. The profile shows a Membership ID and switches to **Member Info** on its own. The membership is not saved until you select **Save** on **Member Info**, so do not close the profile before then. ##### **Assign the class** 1. On **Member Info**, check that the **Membership ID** is filled in. 2. In **Membership Class :**, choose the class from the drop-down. ![Member Info with the Membership ID filled in and the Membership Class drop-down](https://support.clubcaddie.com/hs-fs/hubfs/kb-pipeline-images/browser-members-assign-membership-class-02--1.10.2-annotated.png?width=670&name=browser-members-assign-membership-class-02--1.10.2-annotated.png) 3. A small **Membership Class :** panel opens. Check the **Effective Date**, which starts as today, and the **Expired Date :**. Change either one only if the membership should run on different dates. ![The Membership Class panel with the dates and the OK button](https://support.clubcaddie.com/hs-fs/hubfs/kb-pipeline-images/browser-members-assign-membership-class-03--1.10.2-annotated.png?width=670&name=browser-members-assign-membership-class-03--1.10.2-annotated.png) 4. Leave **Strategy :** and **Pay this class assignment by charge account** as they appear, unless your Club Caddie specialist has told you otherwise. The charge account box starts out following your Membership Settings. 5. Select **OK**. The class is added to the **Member Classes List**. 6. Select **Save** at the bottom of **Member Info**. ![The saved class in the Member Classes List with the Membership section open](https://support.clubcaddie.com/hs-fs/hubfs/kb-pipeline-images/browser-members-assign-membership-class-04--1.10.2-annotated.png?width=670&name=browser-members-assign-membership-class-04--1.10.2-annotated.png) When the save works you see "Success!". The **Billed Till Date** fills in, the **Membership** section opens, and the class shows under **Active Membership Classes** on the **Members** list. ##### **Messages you may see when you save** - **Please turn on the Monthly Billing Recurring toggle setting.** The class you picked needs the Monthly Billing Recurring setting, and it is off for your club. Ask your Club Caddie specialist to turn it on. - **Effective date should be greater than or equal to today.** Choose today or a later date as the **Effective Date**. - **Expiry date cannot be prior to effective date.** Choose an **Expired Date** that is on or after the **Effective Date**, or clear it. - **Membership already has the active class, Please set the effective date after the existing class expiry**, followed by the class name. The customer already has that class for those dates. Set the new **Effective Date** after the existing class ends. - **Address is mandatory.** Check that the customer's address is complete, including **State/Province**, save the profile, and try again. ##### **Common Questions** **What is the difference between Signup for Membership and Membership Class?** **Signup for Membership** creates the Membership ID and opens **Member Info**. The customer becomes a member when you save a class on **Member Info**. **Membership Class** is the class they belong to and the dates it runs. A new member needs both steps, in that order. **Why are Member Info and Membership grayed out?** The customer is not a member yet. Select **Signup for Membership** in **General Info** first. **Member Info** opens right away. The **Membership** section opens once a class is saved. **What should I check if Signup for Membership does not respond?** Check that **Membership Sign Up** is on in **Settings**, **Membership Settings**. If it is on, look for a message asking for a missing detail such as an address, email or mobile number. **Why is the Class drop-down in General Info not the membership class?** That list holds your customer classes, which are not membership classes. 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