How to Add an Enrollment or One-Time Fee to an Online Membership or Punch Pass Offering

If you want to charge a one-time enrollment fee or startup fee when a customer purchases a membership or punch pass online, you can add a product to the offering’s pricing matrix.

To ensure the fee is charged only at the time of purchase, the amount should be entered in the Purchase Price field when configuring the product.


Before You Start

Before adding an enrollment or one-time fee, keep the following in mind:

  • One-time fees should be entered in the Purchase Price field.
    This field charges the amount at the time of purchase. More on that below.

  • Do not enter the fee in the other pricing fields.
    Fields such as Amount to Prorate and Monthly Dues Increase affect membership dues calculations and should normally remain at $0.00 for one-time fees.

  • The fee must be set up as a product in your system.
    If the product does not already exist, it will need to be created before it can be added to the offering.


Basic Overview

To add an enrollment or other one-time fee to an online membership or punch pass offering:

  1. Create or locate the product that represents the fee.

  2. Add that product to your offering’s pricing matrix.

  3. Enter the fee amount in the Purchase Price field.

This configuration ensures the fee is charged once during the online checkout process and does not affect recurring membership dues.


Step 1 – Create or Locate the Fee Product

Before adding the fee to your offering, confirm the product exists in your system.

Common examples include:

  • Enrollment Fee

  • Startup Fee

  • Activation Fee

  • Processing Fee

Products can be created or edited in: Data Entry → Manage → Products


Step 2 – Add the Product to the Pricing Matrix

  1. Go to:
    Data Entry → Manage → Online Membership Offerings – Configuration

  2. Open the offering you want to edit.

  3. Navigate to the Membership Matrix Pricing section.

  4. Add the product that represents your enrollment or one-time fee to each of your pricing rows.


Step 3 – Enter the Amount in the Purchase Price Field

When editing the product in the pricing matrix, you will see several pricing fields.

To configure a one-time fee, enter the amount in the Purchase Price field. This field represents the amount charged at the time of purchase.

Leave the following fields set to $0.00:

  • Amount to Prorate

  • Monthly Dues Increase

These fields are used to adjust membership dues calculations. Entering an amount in these fields may:

  • Increase the customer’s monthly dues

  • Affect proration calculations

  • Cause the fee to be charged more than once

For enrollment or other one-time fees, the amount should only be entered in the Purchase Price field.

Example - Charging a $50 Enrollment Fee

If you want to charge a $50 enrollment fee, configure the product as follows:

Field Value
Purchase Price $50.00
Amount to Prorate $0.00
Monthly Dues Increase $0.00

When the customer purchases the membership online, the $50 fee will be added to the checkout total, but it will not affect the monthly membership dues.

 


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