Summary

This article shows staff how to add, edit, or remove membership benefits on a reservation during checkout. You can also void adjustments after checkout.

Before You Begin

You'll need:

• Permission in your user group to make manual adjustments.

• An understanding of the difference between pricing benefits and credit benefits.

• Knowledge of how to void adjustments after checkout, in case you need to.

Steps

Open the booking

1. Find the reservation in your dashboard.

2. Add the booking to the shopping cart.

Adjust pricing benefits

3. Find the line item you need to adjust.

4. To add a benefit, select the Ticket icon next to the item.

5. Add the membership benefit to the item.

   

6. To edit or remove a benefit, select the Arrow icon.

7. Change the value, or select the red X to delete the benefit.

   

Adjust credit benefits

8. Find the line item you need to adjust.

9. To apply a credit, select the Ticket icon.

10. Under Membership Benefits, select the membership credit.

11. Enter how many credits to add to the reservation.

    

12. To edit or remove a credit, select the Arrow icon.

13. Select the Pencil icon to change the credit amount, or select the red X icon to remove it.

    

Finish checkout

14. Check that all adjustments in the cart are correct.

15. Check that no benefits were added or removed by mistake.

16. Complete the transaction. Confirm the updated totals.

17. Review the final invoice for the applied benefits.

    

18. If needed, void adjustments after checkout.

Related Articles

• Memberships Feature Overview
• Membership Billing & Payments Topic Outline
• What Is the Owner Profile Memberships Tab?