Skip to main content

Managing Account & Member Types, Account Tags, Custom Fields, and Account Notes

Updated this week

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


Did this answer your question?