Setting up membership types


QuikCheK Pro Only!!!

 

1. Login to QuikCheK Setup.

2. Double click System, then Contract Files, then Mbrshp Type

3. Click + to add a record

4. Enter a type

5. Create your own code

6. Select dues for class

7. Pick a GL account

8. Click the Checkmark to Save

 

 

You will see the default membership types. Individual, Family, Couple, etc..

You can add your clubs membership types to the list, or modify the existing names to match your clubs situation.

The step by step instructions are listed on the screen.

 

Examples: Student, Senior, Short term, Gold, Silver, Bronze, Premium, Plus, Yearly, Month - to - Month.


Click for a demonstration

 

Key points to remember

 

1. Make up your own code. It's behind the scenes, don't worry about it being correct. You'll never see it again.

2. Always select Dues for the Member Class.

3. If you're using Quickbooks, assign the proper GL account for the membership type. (You must first enter the accounts in the GL account section of setup.)

4. If you're not using Quickbooks, choose any account from the the drop down list. (preferably Mbrshp-Individual)