Set Membership Financial Settings (How-To)

Article Details

Summary

This article shows admins how to set tax, account codes, and pricing for a membership. These financial settings apply across multiple locations.

Before You Begin

You'll need:

Sales tax rates set up on the Tax Settings Admin page.
Account codes set up on the Account Codes Admin page.
All membership locations created and assigned.

Steps

Choose whether to apply sales tax. Use the toggle:
- Turn it on to apply sales tax. The rates come from the Tax Settings Admin page.
- Turn it off to not apply sales tax.
(Optional) Select an account code. The options come from the Account Codes Admin page.
Choose how to apply pricing rules for reservation types:
- Toggle on: When credits are used for a different reservation type than the one you set, the credit value follows the pricing rules of the reservation type used.
- This needs the Allow Memberships credits benefits on any reservation type permission.
- Toggle off: Pricing rules apply only to the reservation type in the membership.
Set Require Signature for Membership:
- Keep this setting on for every membership that has a charge. Credit card processing rules require it for auto-recurring charges.
- You can turn it off for a $0 membership. Pet parents then do not have to sign the membership terms and conditions.
- You cannot edit this setting once the membership has active members.
- When the toggle is off, the enrollment page shows the agreement as "Optional". Pet parents can view the agreement but do not have to sign. The Purchase button works without a signature.
Select one, several, or all locations to assign rates. Each location can have its own rate, but every location needs a rate.
Enter the base rate amount. Use dollar currency only.

The base rate starts on the current date.
(If needed) Select Add Rates to schedule a future rate.

Memberships that renew on or after the future date use the new rate.
(If needed) Delete or change a scheduled rate.