Financial Configuration

Customize and manage the financial aspects of your business, ensuring smooth financial processes for club and members.

• Discount Codes / Referrals
  • Discount / Promo Codes
  • Referrals
    • Create Referral Discount
      • Details
      • Referrer Rewards
      • Referee Rewards
    • Apply Referral Discount
• Point of Sale
• Tax Rates
• Billing

Referee Rewards

What reward does your new member receive when accepting this referral to your club?

• Eligible Division - select membership category new member can be referred to
• Eligible Membership Types - select membership types new member can be referred to
  

  

• Select reward type - single or multiple rewards can be applied
  • Enable Account Credit - select when reward for joining includes added credit to new member account
    • Account Credit will be applied on membership completion. Any fees required to be paid to complete membership must be paid before account credit is applied
  • Select credit amount and tax rate
    

    

  • Enable Sign-Up Fee Discount - select when reward for joining includes discount on sign-up fee
    • Sign-Up Fee Discount Type - select discount type;
      • Percentage Off - set percentage discount
      • Set Price - set a new Sign-Up fee price
        

        

  • Enable Membership Price Discount - select when reward for joining includes ongoing reduction in new membership fee
    • Membership Discount Type - select discount type;
      • Percentage Off - set ongoing percentage discount
      • Flat Rate Off - set ongoing flat rate discount
      • Set Price - set membership price per billing cycle
        

        

  • Enable Promotional Period - select when reward for joining includes limited period discount / limited period free
    • Note that promotional periods cannot be applied to Paid In Full membership types
    • Promotional Period Discount Type - select discount type;
      • Percentage Off - set percentage discount per billing cycle
      • Flat Rate Off - set flat rate discount per billing cycle
      • Set Price - set promotional price per billing cycle
        • Duration - set length of time promotional period will continue, before membership fee reverts to original cost
          

          

• Save

Referral Discount Created
Next - Apply Referral Discount