This article goes through how to update dues for members and create new billing plans

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Updating Dues Amounts

If you need to update the pricing for your dues, the process is as simple as selecting the plan in question, updating the amount and clicking “edit plan”. Make sure to start in the Categories section under membership, then select that category and billing plan in question. From there you can edit the amount billed to memberships on the billing plan. Updates made will impact the next invoices sent from the system.

Creating a new Plan

If you would like to create a new plan you can do so under Membership and Categories, select the category in question and then click the Billing Plans tab. This will show you all of your billing plans and allow you to create new ones.

When creating a new billing plan you will be asked for the annualized amount and the billing cadence as well as the name and whether it should be a Family or Individual plan. Individual plans do not allow for the addition of family members to those memberships.

Move Members in Bulk

If you want to move all memberships from a prior plan to the new one you can do so. Just click on the the three dots to the right of the previous billing plan, and follow the prompts to move those members to the new billing plan.

<aside> 💡 Adjusting a billing plan will not change the timing of the next dues invoice for a membership.

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Updating a Single Member’s Plan

To update the plan of a single membership, search for the membership in the Memberships section and then select the Plan tab. This will allow you to change their membership plan individually.