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Klahaya Member Portal Docs

Account Types

Account types are the membership tiers a family can hold. They determine volunteer hour requirements, dues, which features a family can use, and which member numbers it is offered.

Managing Account Types

Section titled “Managing Account Types”
  1. Navigate to Admin > Settings > Membership
  2. In the Account Types card, type a name under Add Account Type (for example Emeritus)
  3. Leave Counts as membership ticked for a real membership tier; untick it for tiers like Waitlist or Neighbors
  4. Click Add

To delete a type, click the × on its badge. Families assigned to the type lose their assignment, and any lesson program, banner or waiver targeted only at that type is deactivated.

Account Types

Member number prefixes

Section titled “Member number prefixes”

Under Member number prefixes, give each account type the letters its member numbers start with (for example M for General, EF for Emeritus) and click Save. When a family is created with that type, the Add Family wizard offers the available pool numbers with that prefix. Leave the prefix blank for types that don’t get a member number, such as Waitlist. Prefixes are 1–6 letters.

Counts as membership

Section titled “Counts as membership”

Tick the types that make a family a member of the club. When a family moves from an unticked type to a ticked one (for example Waitlist to General), that year is recorded as the family’s Member since on the family page. Moving between two ticked types keeps the original year, and an existing year is never overwritten. Changing a checkbox is not retroactive.

How Account Types Are Used

Section titled “How Account Types Are Used”
  • Feature access — the Account Type Access matrix grants each type its core functions; a new type starts with none. See Membership Settings.
  • Volunteer hours — each season sets base hours per account type. See Seasons.
  • Dues — the per-account-type dues grid lives under Settings > Membership Dues.
  • Registration windows and pricing — lesson registration can open at different times, and lesson or team pricing can vary, per account type.
  • Targeting — banners, waivers, lesson programs, news topics, custom forms and reservation programs can each be limited to certain account types.
  • Adding people — the Who can be added, and for how much rules are keyed by account type.
  • Family assignment — each family is assigned an account type per season, on the family’s Account tab.