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Exclude Future Reservations/Events from Member Balance
Exclude Future Reservations/Events from Member Balance

This article shows how to enable the setting to where member's balances do not show future reservations/events.

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Without this setting, members' accounts can become cluttered with payments from future events/reservations. However, with this setting enabled, members' balances will only show payments due from past events/lessons/reservations.

To Exclude Future Reservation/Events from Member Balance on the Member Portal side, we'll go to SETTINGS > PORTAL SETTINGS > SETUP. If we scroll to the bottom of the page we can see the box 'Exclude Future Reservation/Events from Member Balance.'

If we would like to exclude future reservations/events from the Member Balance on the Admin side, we can do so by pulling up the member's account and going to Billing.

Once this setting is enabled, you will now see the Current Balance (unpaid past dates) instead of the Balance (all unpaid dates).

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