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Member Types

Using member types will allow you to:

 •Quickly search for groups of people in your member search area

•Filter the Following Reports: Appointments by Member, Sales by Category, Invoice & Payments, Accounts Due and Autorenew

 

To set up member types:

 

•Click on Setup

•Click on Personalize

•Click on Member Type

•Click on Add Member Type

  

 •Enter the name of the member type

•Click Save and Exit

 

 

 

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