Settings – Class Management

Article Contents:

This is a step-by-step guide on how to create a new class or edit an existing class.

Step-By-Step:

Step 1: Click on the Gear Wheel icon on the top-right corner of the screen. Then click on Class Management from the left-side menu.

Step 3: Click the ADD button to create a new class and fill in all the information such as Class Name, Description, Is Member, Due Type, Due Amount ($), Tax Group, Processing Fee, Enable Online Sale, and Display Sequence. Once completed click on the SAVE button to finalize. 

Step 4: Click on the Action button to find the options below:

Edit Class - Used to edit a class.

Minimum spend rule - Used to set a minimum spend rule for a particular class.

Discount Type - Used to set a discount rate for a particular department.

Chart of Account - Used to add a class to a Charts of Account.

Archive - Used to archive a class.

Additional Settings:

Sale Strategy:

If you archive a class, that class will appear in the Archived Classes.

Once a class has been assigned to a member that class can no longer be archived. 

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