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Here you can specify which default values are to be used in each area.
| Field | Explanation | Note |
|---|---|---|
| Billing Template category | When a new member is created, it is always assigned the billing template category selected here. | This is used to separate, for example, invoices, annual accounts or leases. |
| Guest Category | When creating a new day guest, the display category selected here is always displayed. | You can also adjust this here afterwards. |
| Membership Category | When creating a new member, the display category selected here is always displayed. | Also here you can adjust it afterwards. |
| Membership Number Generator | When creating a new member, the next possible number is automatically assigned by the selected generator. | You can change this number in the process while creating the member. |
| Membership type | When creating a new member, the member type specified here is always assigned. | You can also change this here afterwards. |
| National Association | The association to which the search functions are sent is specified here. | These settings are automatically adjusted. |
| Region | Enter a search reference here. This information is used, for example, to check in the background which area code is applicable when a telephone number is entered. | This specification has more of a technical background, which is why you can skip it, as it is already specified. |
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Path: Club Management → Managed GolfClubs → Customer Classification → GolfClubs → Tab: Customer Classification →Tab: Membership Types
With the symbol 
and a name entry, you can already create a new member type:
| Info | ||
|---|---|---|
| ||
By specifying the Default position, each member of this category for ordering the national golf association card receives the deposited info on it. You can customize the default position, you can via path: Customers / Customers & CRM / Tab "Golf Data→ Membership → Card imprint". To ensure that this is actually printed when ordering the national golf association card, the member data must first be uploaded to the association. |
Meanwhile, a new invoice template (without content) is createdis created in the background (Billing templates tab), which you can fill with articles.fill in via the button 
. (for example: Annual fee, national association fee, etc.).
Please note that to finish creating a membership type, you must remember to add a product for the billing templates (billing templates - see below). To see how to add a product, please address the following link: Creating products
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