Create a Membership Group/Category

Creating a new membership group in MiMembership.  Including all charges for invoicing and access to golf site.

Note:  Prior to creating new groups, please ensure that all respective charges have been created.   Instructions for creating new charges can be found by clicking here

Quick Guide

1.  Navigate to Configuration then select Groups

2.  Select the name of the Group Type

3.  Select the +Group button

4.  Complete the Create Group pop-up window details (i.e. Name, Description, Group Type and all other details)
     then select Save.

5.  In the Manage Group window, check all the details are correct

6.  Click on the Charges tab, then select the +Charge button and add the membership charge for the group.
     The start date of the charge should be the start date of the group or the beginning of the last membership year

7.  In the Default Charges screen , click on the Select button (refer to image below) against the appropriate charge.

    charge name)  until all charges for the group have been added - check the total charge at top of screen

8.  In the Edit Charge pop-up window enter the Start and End Dates then select Save.

9.  Repeat the process of creating charges for each individual charge for the group (E.g. Affiliation fees, Capital works fees etc.) until all charges for the group have been added. Ensure you check the total charge at the top of the screen
Note: You can search for charge name. 

10.  Click on Discounts Tab and add any discounts that may apply to this group. Click on the Facilities tab and add any applicable facilities to this group.  Important:  If this is a golf membership group, the facility Golf MUST be added. Select the Restrictions tab and add any applicable restrictions. Select Save.

Step by Step Guide

1.  Navigate to Configuration and under Members, select Groups.

2.  Select the name of the Group Type.

3.  Select the +Group button.

4.  Complete the Create Group pop-up window details (i.e. Name, Description, Group Type and all other details)
then select Save.

5.  In the Manage Group window, check all the details are correct.

6.  Click on the Charges tab, then select the +Charge button, and add the membership charge for the group - the start date of the charge should be the start date of the group or the beginning of the last membership year.

7. In the Default Charges screen , click on the Select button (refer to image below) against the appropriate charge.

8. In the Edit Charge pop-up window enter the Start and End Dates then select Save.

9.  Repeat the process of creating charges for each individual charge for the group (E.g. Affiliation fees, Capital works fees etc.) until all charges for the group have been added. Ensure you check the total charge at the top of the screen
Note: You can search for a charge name. 

10.  Click on Discounts Tab and add any discounts that may apply to this group. Click on the Facilities tab and add any applicable facilities to this group.  Important:  If this is a golf membership group, the facility Golf MUST be added. Select the Restrictions tab and add any applicable restrictions. Select Save.