Setting up Member Types

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You can define member types for your membership database by selecting the “Member Types” option under “System Setup” / “Categories & Definitions” as shown below. This is something that is normally setup once when the site is initially configured and should not be changed after that. While it is OK to add more membership categories over time, you should refrain from replacing an existing category with another unless you are sure there are no members in your existing database that fall into the category about to be removed.

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Once you select the “Member Types” menu option, you will see the screen below. This form allows you to define member categories appropriate for your club or organization. Note the two member types “PUBLIC” and “Member” are required by the system and cannot be changed. You may enter a short name for the member type as well as a longer explanatory name that will be used in some reports. You may store up to twenty different membership types or categories.

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For AGD affiliates, reasonable member types in our experience are as below.

Obviously member categories will vary depending on your unique requirements.

PUBLIC                Member of the General Public

Member                Member of the Association

AC                        Active - regular full dues paying member

AF                        Affiliate - vendor category

AS                        Associate - regular full dues paying member

EM                        Emeritus member

RE                        Retired Member

ST                        Student Member

New Dentist                Those out of dental school ten years or less

Resident                Resident

Contributor                Contributor