Member Management - Assign Member Classes

Member Management - Assign Member Classes

Article Contents:

This article gives step-by-step instructions on how to assign a member class to a member.


Step-By-Step:

Step 1: Select the CUSTOMERS module from the module navigation menu. Here you will see a list of all the customers.




Step 2:  Click on the View/Edit button in the Action section for the intended customer. The system will open a CUSTOMER PROFILE window.




Step 3: 
Click on the Membership tab.


Step 4: Using the Membership Class drop-down list. Select the desired class from the list.

 
Step 5: The system will open a MEMBERSHIP CLASS window containing the Effective date and Expiration date. Choose the Expiration date and click the OK button.



Step 6: A newly assigned member class will now show in the Member Classes List section. Click on the Save button to save the changes for the customer.


    • Related Articles

    • Member Management- How to suspend / restore a member

      Article Content: This article contains step-by-step instruction on how to suspend / restore a member using the Club Caddie Software. Kindly note that suspending a member does NOT halt billing. To discontinue billing, an expiration date must be set on ...
    • Member Management - Member List

      Article Contents: This article contains a step-by-step guide on how to view your member list. Step-By-Step: Step 1: Click on the CUSTOMERS Header Tab. Step 2: Click on the Members button on the left side of the window to go to the member list, and ...
    • Member Management : Downloading Member Invoices

      Article Contents: This article gives step-by-step instructions on how to download member invoices. Step-By-Step: Step 1: Select the CUSTOMERS module from the module navigation menu. The system will show a list of all the customers within the CUSTOMER ...
    • Member Management - Reset Member Passwords

      Article Contents:  This article contains step-by-step instructions on how to Reset Member Passwords. Step-By-Step: Step 1:  Select the CUSTOMERS module from the module navigation menu, then click on Customers from the left-handed menu.  Step 2: Click ...
    • Member Management - Online Profile Password Reset

      Article Contents: This article contains step-by-step instructions on how to reset member passwords online. Step-By-Step: Step 1:  Select the CUSTOMERS module from the module navigation menu, then click on Customers from the left-hand menu. Step 2: ...