Account Types and Member Types sound alike, but they do different jobs. Account Types describe the whole account, such as a Family membership. Member Types describe each person in it, such as an Adult or a Child. Getting both right makes pricing, access, and reporting work the way you expect.
Looking for membership types? You want Account Types. They're your club's membership types or levels, like Family, Couple, Individual, or Senior. Member Types are the people within an account, like Adult or Child.
Account Types
An Account Type is the category for an entire account, whether it's a household, family, or individual. Most clubs use them for membership levels, and some also use them for an account's status.
Examples:
Family Membership: two adults and their dependent children in the same household.
Bonded Family: families who have bought a bond with the club.
August Membership: a one-month membership with no bond or long-term commitment.
Waitlist: prospective members waiting for an opening.
Offered Membership: families invited to join who haven't finished registering.
Each account has one Account Type. To create, edit, or delete them, see Settings: Account Types.
Member Types
A Member Type describes each person on an account. One Bonded Family account might include:
Adult: parents or guardians.
Child: dependents.
Houseguest: someone staying with the family for part of the season.
Caregiver: a nanny, babysitter, or other caretaker allowed to use the club with the family.
Member Types can update automatically by age, for example from Child to Adult. To create, edit, or set up age-based changes, see Settings: Member Types.
NOTE: A Member Type isn't the same as the Billing Member. Every account has one billing member, who manages payments and Splash Cards. Any number of people on the account can have the Adult member type.
What Each Type Controls
Account Types | Member Types |
Which membership products an account sees, or must pay for. See Show/Hide/Require Rules. | Per-person pricing. See Age & Member Type Pricing. |
How many people can be on an account. See Limit Members by Account Type. | Reservation pricing for certain people, such as a lower rate for children. |
Which accounts can book a Facility Group, and reservation pricing by account. See Paid Reservations. | How people are labeled at check-in and in reports. |
Set Up a Membership
An Account Type on its own doesn't charge anything. A membership comes together when you pair an Account Type with a membership product.
Create the Account Type. Add one for each membership your club offers, such as Family or Individual. See Settings: Account Types.
Build the membership product with the pricing that fits your club:
Connect the product to the right Account Types. Use Show/Hide/Require Rules for Products to choose which Account Types see each product, and whether it's optional or required. To let accounts choose between memberships, see How to Offer or Show a Membership Product.
