Financial Configuration

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

Referrer Reward

What reward does the referrer (your existing member) receive using this referral to refer a new member into your club?

Required Referrer Division - select the membership category existing member must be part of in order to be eligible for this referral reward
Required Referrer Membership Types - select the membership type/s existing member must hold in order to be eligible for this referral reward
Select reward type - single or multiple rewards can be applied
- Enable Account Credit - select when reward for referral includes added credit to existing member account
  - Select credit amount and tax rate
- Enable Membership Price Discount - select when reward for referral includes ongoing reduction in existing membership fee
  - Discount will remain in effect as long as new member maintains membership they enrolled in during referral process
  - Membership Discount Type - select discount type;
  - Percentage Off - set ongoing percentage discount
  - Flat Rate Off - set ongoing flat rate discount
- Enable Gifted Time - select when reward for referral includes a period of gifted time applied to membership
  - This is a free period of membership use that will be added onto an existing contractual period
  - Duration - set duration of gifted time