Annual Membership: Anniversary Charge
An annual membership fee, also referred to as an enrollment fee or membership fee, is a yearly charge that grants customers access to the services and benefits provided by your gym. It helps cover administrative costs and ensures continued membership for the year. This fee is typically separate from tuition or program-specific costs.
How it Works
Once the membership fee is set up by following the steps below, users will be charged each year on their anniversary date if they have a rec, team, or camp enrollment. This date is determined based on when they first enrolled in classes OR were charged an annual membership fee for the first time. This does not include one-time enrollments such as trials or drop-ins.
Before this fee is set up, make sure the membership date for all users is accurate. If you need to update a user's membership date, you can do so from the User Details page.
NOTE: When setting up events, you can choose whether or not you want an annual membership fee to be charged to users enrolling in the event.
How to Setup:
- Navigate to the Settings page and find the Annual Membership Fee
- Click the green + button in the right hand corner
- Fill in the appropriate settings
| Setting | Description | Example |
|---|---|---|
| Line Item Name | What will be displayed on the invoice line item | Annual Membership Fee |
| Billing Category | This is the category that your fee will be deposited under. |
Manage billing category options from Settings > Billing Tip: We recommend using a unique billing category! |
| Fee Anniversary Charge | Two different options for fees, based on this article you will want anniversary charge for a yearly charge billed on that date. | Anniversary Charge |
| First Date | The first day you want the membership fee to be active |
|
| Existing Enrollments |
No, waive for active enrollments If you select this, anyone with an enrollment on the first date of this fee will have their fee not charged. Yes, create invoices for active enrollments. Everyone with an active enrollment on the first date will get a membership fee drafted and that will be their new membership date moving forward. |
|
| When to Send Invoice | Choose whether you want the invoices for new users to go out upon enrollment as its own invoice or attached to the first invoice the user receives for enrollment. |
Upon Enrollment With first invoice for enrollment |
Cost Per Athlete & Family
In the screenshot above, you can see that the first athlete will be charged $50.00 for their annual membership fee, and the second athlete will be charged $45.00 and the third and so on will be charged $0.00. The last price listed will be used for all athletes in the family following that athlete.
Other things to note:
- If you charge only a family fee, then you can set the second athlete to $0.00.
- When the annual membership fee renews, it will check the active enrollments in your family, as well as who has paid.
- If you want to do a price increase, we recommend adding a new date on the chart with the new prices and the date it should go into affect. When people renew in the current annual membership fee, the system will have the new price increase.