Creating a New 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.

Important:  If this is a golf membership group, the Golf facility MUST be added (Step 11). 

Step by Step Guide

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

Step 2 - Select the name of the Group Type.

Step 3 - Select the +Group button.

Step 4 - Complete the Create Group pop-up window details.

Step 5 - In the Group Details tab, check all the details are correct.

Step 6 - Add Charges to the new group.

Note: Please ensure that all respective charges have been created in Configuration.   

Instructions for creating new charges can be found by clicking here.

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 beginning of the last membership year.

Step 7 - In the Default Charges screen, click on the Select button of the appropriate charge.

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

Step 9 - Repeat the process of creating charges for the group.

Add any additional charges to the group if needed (eg. Golflink or affiliation fees).

Ensure you check the total charge at the top of the screen

Note: You can search for a charge name to save time. 

Step 10 - Click on Discounts Tab and add any discounts that may apply to this group. 

Step 11 - 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. 

The Facility must be added to the group before assigning any members to it. 

If the Facility (eg, Golf) is added after members have already been assigned, it will not apply retrospectively and those members will not integrate with the Golf website.

Step 12 - Select the Restrictions tab and add any applicable restrictions.

The new membership group is now ready to be added to your members.