What is the Fee Calendar
The Fee Calendar is a tool for prorating your annual memberships for a full calendar year with custom needs on a per-month basis.
When to use the Fee Calendar
The fee calendar is only available for membership categories with annual renewal.
How to set up your Fee Calendar
In the Fee Calendar section of the Fee, Payment, and Taxes tab.
1. To enable the fee calendar, toggle the option "Would you like to create rules to apply when a new member or a renewing member pays for their memberships?" to 'Yes' (if it is blue, it is enabled).
2. Next, select if you want to create a calendar for 'new applicants' or 'renewing' by toggling to 'Fee Calendar for new applicants' or 'Fee Calendar for renewing members'(if it is blue, it is the one you are working on).
3. Create a fee term by clicking on the 'Create a Fee Term' button.
4. Select the term you want the rule to apply by selecting the month(s) in order.
When selecting the month, it is the first day of that month to the last day in the second month selected.
5. Next, select the rule that applies to the term by going to 'Specify the fee rule that will be applied to the term specified above' and select the rule you want.
The rule options are as follows:
Collect the full membership fee - the member is charged the full amount.
Reduce the membership fee by percentage - The member fee will be the full amount minus the percentage indicated in the section ' What will be that total reduction in fees?
Reduce the membership fee by a dollar amount - The member fee will be the full amount minus the total amount indicated in the section ' What will be that total reduction in fees?'
Collect the Full Membership fee and extend the membership to the end of the next term - The members will be charged the full membership fee, and then the renewal will be extended to the end of the next term.
Complete this step until you have a full 12-month calendar or the calendar calculation will not work.
The most common Calendar for annual membership with a renewal date of December 31 is displayed in the image below.
How to remove a term from the calendar
To remove a term from the calendar, click the trash next to the last term or click the 'Clear Fee Calendar' button at the bottom of the section.
Remove one term at a time:
Clear the fee Calendar:
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