Accounts are the basic level of your club members. 


In general an 'Account' represents a family unit and the "Members" on the account are the spouses, partners, children grandparents etc. on the account.  The 'Account' is your top level and the 'members' are everyone underneath that account. 

The account number on the account is the foundation of the account, it ties together the owner of the account, members, billing, invoicing, POC and a host of other items. 

 

A word about accounts and account numbers.  An account# cannot be deleted, altered, selected, or reused.  Account #s are assigned when the account is opened and are assigned in  sequential order.  



Go to the Dashboard. Then Select Membership, Accounts




Fill in all of the information for the account and don't forget to hit ADD ACCOUNT at the bottom!