Part 4. Additional Charges

Navigating to Additional Charges

Step 1. Follow Part 1, Steps 1-3 to navigate to the People section.  The People section has three (3) panels. 

In the last section, “Setup”, select Additional Charges.

Control Panel Additional Charges

Step 2. The Additional Charges screen is where you will add and edit additional charges (optional or required) new and renewing members pay when signing up using the Membership Signup Wizard, or through their member profile.  Additional Charges can be used for several things, like a club shirt or donation.

Each charge you create will appear in a grid with options in the Maintain column.  View a description of each icon in the Maintain column by hovering over the legend icon in the header of the Maintain column.

Select the Add Charge button at the top of the Additional Charges screen to add a charge.

Additional Charges Screen

Creating and Editing Charges

The Add/Edit Charge popup window is where you will create charges for new and renewing members.

Add/Edit Charge Popup

Step 3. Creating a charge

  1. Title – Enter the title of the charge.  The title is shown in the Membership Signup Wizard and in the Member Profile.
  2. Description – Enter a short description of the charge.  The description is shown in the Membership Signup Wizard and in the member profile.
  3. Active – An active charge will display in the Membership Signup Wizard and in the Member Profile.  Check the box to make the charge Active.
Good to Know
Inactive Additional Charges
You can mark a charge inactive (by unchecking the Active box) for many reasons. If you ask members to make a donation to a charity, you can create a separate charge for different organizations and change the offering each month by marking one donation option active and the rest inactive. If you offer items seasonally, for example a t-shirt in the summer and a sweater in the winter, mark items active or inactive throughout the year based on the season.
  1. Price – For a fixed charge on an item, select Fixed and enter in a dollar amount.  For a charge that can be adjusted by members, like a donation, select Adjustable.  You can enter in a suggested dollar amount.
  2. Availability – Who sees this charge in the Membership Signup Wizard as either optional or required?  Select the appropriate option for both New Members and Renewals.
    • New Members Not Available – Members signing up for the first time will not see this charge.
    • New Members Optional - Members signing up for the first time will see this charge and can select it.
    • New Members Required - Members signing up for the first time will see this charge as selected and will be required to pay it.
      Availability Option
    • Renewals Not Available – Members renewing will not see this charge.
    • Renewals Required – Members renewing will see this charge as selected and will be required to pay it.
    • Recurring Charge – Check the box to show the charge pre-selected every time a member renews.
      Renewals Options
  3. Quantity – If the charge is a single charge, select N/A (always 1). 
    If the member can add more the one of the same charge, select Adjustable.  Two (2) new fields will appear.  Optionally enter a minimum number and maximum number of the same charge the member may select.
    Quantity Options
  1. Financial Account – Select the appropriate Financial Account to categorize the charge.
    Financial Account Drop Down

Step 4. Finalizing the Additional Charge

  1. Review the information for accuracy.  You can make changes later, if necessary.
  2. Select Save to save the Additional Charge.  You will be returned to the Additional Charges screen.