Settings – Membership Class Management

Settings – Membership Class Management

Article Contents:

This guide covers the ability to map specific tee plans to certain membership classes so that the Tee-Sheet can automatically apply them based on a member's profile.


Step 1:
 Click on the Gear Wheel icon on the top-right corner of the screen.

Step 2: Click on the Class Management button from the left menu.

Step 3: Click the ADD button to create a new class and fill in all the information like 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 and you will 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.


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

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

Step 4: 
Once a Membership Class is added, applying now begin will map the membership classes to the active tee-plans across all seasons. 
Seasons can also be chosen for which the class will apply to. The toggle box can be use to choose which tee-plans are assigned to specific membership classes. 

Please select the article "Settings – Members" for additional information on adjusting membership classes.

    • Related Articles

    • Settings - Class Rate Management.

      Article Contents : This article is about how to adjust the settings within class rate management. Step-By-Step Step 1:  Click on the Gear Wheel Icon on the top right corner of the screen. Step 2:  Click on the “Class Rate Management” Button from the ...
    • Settings - Tying Rates to Customer Classes.

      Article Contents: This portion summarizes how to tie rates to customers. Step-By-Step: Step 1:  Navigate to the settings panel by clicking on the Gear Wheel icon on the top right-hand corner of the screen. Step 2: Click on Class Management in the ...
    • Membership Billing & Invoices: Customers Minimum Spending Requirements by Department

      Article contents:- This article summarizes the minimum spend rules by class or customer for any department's spending. Step By Step:- Note:-  You can set a minimum spend rule across an entire class or alternatively set up a customer-specific spend ...
    • Class Rate Management - Setting up Holiday Tee Time Rates

      Article Contents: This article contains step-by-step instructions on setting up holiday tee time rates, which will override existing rates for the specified day, making the holiday rate the only available rate other than other holiday rates created ...
    • Settings - How to Create and Edit a Banner in I-Frame

      Article Contents: This article contains step-by-step instructions on how to configure banners within the I-Frame settings. The topics that will be covered are: Navigate to the I-Frames settings in Club Caddie. Edit the primary and secondary color of ...