You can create, edit, or remove Account Types, Member Types, Account Tags, Custom Account Fields, and Account Note Types directly from your dashboard. This guide covers how to accomplish this.
How to View & Add an Account Type
From the Dashboard, select Membership > Accounts. Open the Settings gear in the top left corner.
From the Settings panel, you can manage:
Custom Account Fields
Account Tags
Account Types
Member Types
Account Note Types
4. Working with Account Types
Select Account Types from the dropdown.
Use the hamburger menu (three stacked lines to the right of each type) to:
View the Account Type ID (useful for Mailchimp segments).
See how many accounts are assigned to that type.
Edit or Delete the Account Type.
Note: A Custom Account Field, Account Tag, Account Type, Member Type, or Account Note Type can only be deleted if no accounts or members are currently using it. Make sure to remove or reassign any associated records before attempting to delete.
5. Adding a New Account Type
Click the ADD ACCT TYPE button.
Enter the name of your new Account Type.
Click ADD to save.
6. Final Step – Update Front Desk Settings
It's important to revisit the Front Desk Settings when adding a new Account Type to add them to the list of account types allowed to be checked in