Before You Begin

Before making manual adjustments, familiarize yourself with the following:

• Membership Benefits Overview: Understand the differences between pricing benefits and credit benefits.
• System Settings: Ensure that users in your group have permission to make manual adjustments.
• Voiding Benefits: Learn how to void adjustments post-checkout if necessary.

How to Manually Adjust Membership Benefits at Checkout

Follow these steps to adjust membership benefits during the checkout process:

1. Access the Booking

   • Locate the reservation in your dashboard.
   • Add the booking to the shopping cart. 
     
     

2. Edit Pricing Benefits

   • Find the line item you need to adjust. 
   • To add, select the Ticket Icon next to the item and add the relevant membership benefit to that item.
     
     
     
     
   • To edit or remove, click the Arrow icon and adjust the value or delete it by clicking the red X.
     
     
     
     

3. Modify Credit Benefits

   • Find the line item you need to adjust. 
   • To apply, select the Ticket icon, then under Membership Benefits apply the membership credit and allocate how many to add to the reservation.
     
     
     
     
   • To edit or remove, select the Arrow icon and adjust the credit amount with the Pencil icon or remove it with the red X icon.
     
     
     
     

4. Review Changes

   • Double-check that all adjustments are correct in the cart.
   • Ensure no benefits have been unintentionally removed or added. 
     
     

5. Finalize Checkout

   • Complete the transaction, confirming the updated totals.
     
     

6. Post-Checkout Adjustments

   • Review the final invoice for applied benefits.
     
     
     
     
   • If needed, void adjustments after checkout.

Related Resources

• Memberships Feature Overview
• Set Up New Memberships Process
• Membership Enrollment Topic Outline
• Convert a Recurring Package Subscription to a Membership How-To
• Set Up $0.00 Membership How-To
• Edit Existing Memberships How-To
• Delete or Disable a Membership Type How-To
• Memberships System-Wide Settings Reference
• Membership Billing & Payments Topic Outline
• Track Memberships Revenue Topic Outline
• Manage Memberships from Owner Profile Topic Outline
• Membership Renewal Reference
• Memberships Report Reference
• Membership FAQs