Parful Clubs help

Set up membership categories

Categories are your membership types, such as Full, Senior, Junior or Country. Each can carry its own annual dues price.

On this page3

Create a category

  1. Open People, then the Divisions & categories tab.
  2. Choose Add, then Category.
  3. Enter a Name, and if you like a Short name, Description and Color.
  4. Enter Annual dues if this category pays a fee. Leave it blank and these members stay untracked for dues.
  5. Tick Default category for new members if most people join on this one.
  6. Choose Create category.

You can reorder, edit or archive categories from the Categories section. An archived category still shows on members who have it.

Give members a category

  • One member: open them and pick from Category in the Membership section.
  • Several: tick them on the roster, then pick from Set category on the bar that appears. No category clears it.
  • From a file: a Category column in an import is matched to your categories by name.

Also

  • Turn on Require a category when approving members if every join request should get one.
  • Filter the roster by category with the categories menu above the list.
  • The category price is what Open renewals charges on the Dues tab.
  • Category is not the same as status (Active, Lapsed and so on) or division.