Categories and Category Auto Changes

Originally written by Zak Taylor. Published 26 September 2024, last updated 30 September 2025 on the Club Systems help centre.

1. Navigate to [https://www.clubv1.com/Home/MyHome](https://www.clubv1.com/Home/MyHome)
2. Click "Club"
3. Click "Categories"
4. The Categories page will show a list of all your existing categories, with options to [Add Category](https://scribehow.com/shared/How_To_Add_a_Membership_Category_in_Club_V1__u1ZBsuVZSDiMmpmo3tLL2Q#3ac7c0ab) and Category Auto Changes.

How to add a category

5. In the Categories page, select "Add Category" and the "New Category" screen will display. From this screen you can enter a name for your new category, select is this category should be hidden and also set a Membership Status.
   
   When selecting a Membership Status, you can choose from Active, Deceased, Resigned, Suspended or Waiting.
6. Members in hidden categories do not appear in the directory or on reports, but can be searched for using the search box.
7. Click "Save"
8. The new category will appear in your list of categories. From here if necessary you can edit the category which will display the same options you received when creating the category.

"Edit Prices"

9. Click here.
10. You can also "Edit Prices" for a category. What this does is allows you to add default charge items to the category so that when someone is in this category, these items would be added to their "Current Charges" and then an annual bill would be based off these current charges.
11. Select "Edit Prices" and then select "Add".
12. A row will display, allowing you to select one of your charge items, adjust the price and add a VAT Rate if needed.
    
    If you have multiple charge items applied, then on the right are the options to move up and move down so you can order these charge items how you like. This is the order in which they will appear on a person's bill.
13. Click "Save"

"Manage Schemes"

14. Click "Manage Schemes"
15. A page will display, showing all the [schemes](https://scribehow.com/shared/Creating_Bill_Schemes__1cIKtwpQS9OXNORuOmGsCg) you have created. You can these enable/disable them for the category in here by using the slider.
16. Click "Save"

"View Members"

17. Clicking "View Members" will take you to the People Directory but filtered for only members of this category.

Category Auto Changes

18. Select "Category Auto Changes" from the categories page.
19. You will be taken to a new page, select "Add New Rule".
20. The "Create New Rule" page will display. What you can do here is make an automatic rule which will move a member from one category to another once they've reached a certain age.
    
    As you can see below, I have created a "Junior to Adult" rule which moves the member from the "Junior Category" to the "5 Day Member" category once they reach 18.
21. Once you have added your rule, you can see this in the list. From here you can edit or delete your rule as needed.

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