Membership financial settings define Tax application, Account Codes, and pricing configurations across multiple locations. This article outlines how to configure these settings for your Memberships.

Before You Begin

Ensure the following prerequisites are met:

• Sales tax rates are configured in the Tax Settings Admin page.
• Account codes are set up in the Account Codes Admin page.
• All membership locations have been established and assigned.

Set Membership Financial Settings

Financial Settings

• Determine Tax Application

  • Toggle on: Apply sales tax (configured in the Tax Settings Admin page).

• • Toggle off: Do not apply sales tax.

• Assign Account Code (Optional)

  • Select an account code from the options configured in the Account Codes Admin page.

• Apply Pricing Rules for Reservation Types

  • Toggle on: If credits are used for a different reservation type than the one configured, the credit value respects the pricing rules of the applied reservation type.

• This requires the Allow Memberships credits benefits on any reservation type permission.
• Toggle off: Pricing rules only apply to the reservation type specified in the membership.
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• Require Signature for Membership
  • This setting is required for all memberships with a charge associated due to credit card processing compliance for auto-recurring charges.
  • If no charge is associated ($0 Membership) the setting can be disabled and the pet parent will not be required to sign membership terms and conditions.
  • Once this membership has active members, this setting cannot be edited.
  • When the toggle is OFF, the enrollment page displays the agreement as “Optional.” Pet parents can view the agreement but are not required to sign. The Purchase button is enabled without a signature.

Configure Membership Rates

• Assign Rates to Locations

  • Select one, multiple, or all locations.
  • Each location can have a unique rate, but all locations must have a rate assigned.

• Set Base Rates

  • Enter the base rate amount (limited to dollar currency).

• • The base rate defaults to the current date.

• Schedule Future Rates (If Applicable) 

  • Select Add Rates to add future dates.

• • Memberships renewing on or after the future date will use the updated rate.

• Delete or Modify Scheduled Rates(If Applicable) 

  • Remove or adjust scheduled rates as needed.

Previous Steps

• Set Membership Details How-To
• Set Membership Benefits How-To

Next Step

• Set Membership Terms and Conditions (How-To)