New Season Checklist
Work through this checklist at the start of each season to make sure your club is ready to start collecting member dues payments.
1. Check to make sure all accounts are marked as UNPAID. We will reset all accounts back to Unpaid at the start of each new year. Please contact us at firstname.lastname@example.org if you find that this has not been done for your club.
2. Check your Product Prices. Ensure that your Products reflect your current pricing for the new year. To edit a price: PRODUCTS > PRODUCTS > HOVER OVER THE PRODUCT YOU WANT TO EDIT > EDIT >Change the amounts listed in the FLAT RATE PRICING or PER MEMBER PRICING boxes > CLICK UPDATE IN THE TOP RIGHT CORNER OF THE PAGE.
3.Check your Late Fee or Early Bird Discount Dates. Ensure that your Products reflect current late fee or early bird discount dates for the new year. To edit a date: PRODUCTS > PRODUCTS > HOVER OVER THE PRODUCT YOU WANT TO CHANGE > EDIT > FLAT RATE PRICING – VARIATION TYPE > ENTER THE START DATE OF THE DISCOUNT > ENTER THE END DATE OF THE DISCOUNT (Use your club’s closing date if there is no end date to the late fee) > EDIT THE AMOUNT (Positive numbers reflect an increase in fees (e.g. Late Fee), while negative numbers reflect a discount) > ADD A DESCRIPTION OF THE FEE OR DISCOUNT > CLICK UPDATE IN THE TOP RIGHT CORNER OF THE PAGE
4. Check your Account Tags. Click here for a tutorial on Tags and how they can help you to offer price variations to different groups within your membership.
5. Test your Products to make sure members will be prompted to pay the right amount. Search for the family (MEMBERS > LIST ACCOUNTS > LAST NAME > IS LIKE > three letters of last name) > SWITCH TO to see their account as they would see it when they login > Click HERE in the red payment bar at the top. This will show you what the member will be prompted to pay, which should match with their account type > Switch back to admin mode. Top right corner, hover over HOWDY ACCT: name and then click SWITCH BACK TO ADMIN/BOARD). Do this test with all account types.