Scheduling a Category Change

Originally written by Zak Taylor. Published 16 July 2024, last updated 30 September 2025 on the Club Systems help centre.

This guide explains how to use the Schedule Category Change feature to arrange a member's transition to a different category in advance. By following these steps, you can eliminate the need to manually make the category change on a specific date, making it a convenient and time-saving option.

1. The Schedule Category Change feature is useful when you know a member will transition to a different category on a set date. This function allows you to arrange the change in advance, eliminating the need to remember to make the category change manually on that date.
2. Navigate to [https://www.clubv1.com/People/Directory](https://www.clubv1.com/People/Directory)
3. Please select the member whose category you wish to schedule a change for
4. Click "Edit"
5. Click "Profile"
6. Click "Membership"
7. Select "Yes" to Schedule Category Change
8. Select the category that the member will be moving to
9. Please note that scheduling a category change into a hidden category is not possible. The category needs to be visible to schedule such a change.
10. Click the "Effective From" field to select when the member will move category
11. Click "Save & Continue".

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