INTRODUCTION
Feature Summary: Configure the Membership Price tab settings of a membership type.
Use Cases: System users create new membership types or edit information for existing ones.
PREREQUISITES
Create a membership type.
SETUP REQUIREMENTS
Log in to the admin dashboard.
Go to the side menu and click MEMBERSHIPS. A new page displays.
Click the Individual or Family tab.
Select a membership type.
Click the Membership Price tab.
Fill in the Fields
Requires Fee? - Check this box to display the fee and payment fields. The default setting is not checked.
X Days Past Due To Expire Account - Create a grace period for late payments. Auto-cancel the membership if a payment is X days late. Expired status appears when a membership is past due. An expired membership can return to active status once the member pays their membership dues.
X Days Past Due to Auto-Cancel Membership - Update player's membership from "Expired" to "Canceled" if membership is X days past due. If enabled, an additional setting is also available to update the membership to a new category. Recommended: Update to to a FREE/Guest membership level if still wanting to give player access to the Member Portal when their membership is canceled.
Charge an Initiation Fee? - This field adds a one-time payment when a member purchases this membership (e.g. charge a one-time fee to new members).
X Days Before Payment Date to Generate Next Billing Cycle - Send an invoice X number of days for the start of the next billing cycle.
Frequency - To enable regular payments over time, check a box and enter the charge. Choose a default frequency (e.g. monthly, quarterly), a one-time price (see below), or create a custom period.
Use the One Time Price feature to give members an alternative: make regular payments (e.g. monthly) during the membership period or pay once in full. Incentivize one-time payments by offering a discount (e.g. pay for 11 months and get one month free).
Tax Rate – The percentage of tax applied to membership fees.
Revenue Category – The accounting category used to track and report membership revenue.
Expire Membership After X Days - This optional feature automatically cancels a membership after the set number of days. It is often used for time-limited memberships, such as a free 14-day trial.
Prorate Membership on Member Portal - If the club wants to receive all payments on the same billing cycle, enable this feature to pro-rate the member's first payment. This field displays if the system user selects the weekly, monthly, or quarterly option.
ADMIN PERSPECTIVE
The Memberships page displays icons if a system user enables specific settings. The screenshot below shows two icons to indicate the membership type has an age restriction and a pro-rated fee (i.e. all payments are made on the same billing cycle).
VIDEO TRAINING
Click here to watch the section of the Memberships: Overview video that covers the information in this article.