At first, it might seem that these things have a lot in common, but they are actually very different from each other, offering different capabilities and functions.
Program Membership
A program membership is something you can sell to a customer. Membership is designed to be something you can:
Customer Groups are designed to:
Customer Types are designed to:
Program Membership
A program membership is something you can sell to a customer. Membership is designed to be something you can:
- Charge for (meaning, you charge people to purchase the membership)
- Give different pricing for your courses/classes
- Have an expiration date for memberships
Customer Groups are designed to:
- Be non fee-based (meaning that you don't charge people to belong to a customer group)
- Give discounts and set priority registration based on customer groups
- Be ongoing/not have an expiration date
- Be an organizational tool for grouping customers for reporting and communication purposes
Customer Types are designed to:
- Allow you to set up registration forms based on different criteria (you might ask for different information from seniors than you would from youth registrants)
- Associate customer types with memberships (you might charge a different price for a youth to become a member than you would an adult, and customer types allow you to do this)
- Give different pricing for your courses/classes (separate from membership)
- Be ongoing/not have an expiration date
- Include examples such as Youth, Senior, Resident/Non-Resident, Volunteer, Employee, Adult, etc.