View & Add an Account Type 


Account types are used to group the types of memberships you have:

Go to the Dashboard. Select the Membership then Accounts:

The "Setting Button" will appear in the upper left hand corner




From here you can manager Customer Fields, Account Tags, Account Types and Members types. 




When you click on the Account type drop down you can:

View the Account Type number (for Mailchimp segments), 

View the number of accounts in that account type, 

and Edit or Delete the account types. (using the  'hamburger menu'  to the right)




To add a new account type Click the ADD ACCT TYPE button and the following drop down will appear

Enter your new account type and click ADD