In this area of the system, administrators can manage their default category subscription rates for the respective subscription periods.

Only add category items that will relate to all members in the respective category. If a particular member wants to have a cart added to their subscription (e.g. Admin fee), this should be added to the members items, not the default category items.



Go to Settings -> Categories.

  • To update an already existing category, select the category
  • To add a new category, click the "New Category" button (top left)


Your club will be either with periodic billing or cyclical billing.


If your club is periodic billing;


Ensure the billing period is Periodic for all categories



Under the Subscriptions section, begin to add the line items that relate to this category


  1. Ensure the correct subscription period (year) is selected
  2. Select the Item to add
  3. Click Add
  4. Assign the amount for this item


e.g. 

  • NZG Levy
  • District Levy
  • Base Subscription



Once you have added all the items to the category, the total amount should match the cost for that membership category type.


E.g. If your membership category rate is $745, it should look something like this.



Finally, click Save on the Category.




If your club is cyclical billing;


  1. Change the Subs Billing Period to Cyclical
  2. Click Save

            


Once saved, 

Click "Create new period..."


Enter the start date this subscription is valid from:





Under the Subscriptions section, begin to add the line items that relate to this category


  1. Select the Item to add
  2. Click Add
  3. Assign an amount


e.g. NZG Levy, District Levy, Base Subscription




Once you have added all the items to the category, the total amount should match the cost for that membership category type.


E.g. If your membership category rate is $745, it should look something like this.



Finally, click Save on the Category.




Note:

  • Only add the category items that relate to the category. If a particular member wants to have a cart added to their subscription (e.g. Admin fee), this should be added to the members items, not the default category items.

  • If you have additional items you would like to be included, we can add for you. (e.g. F&B Levy)
  • Non Playing members will not have any golfing rights