Creating, checking and deactivating rates

In this article you will learn how to create a rate, check your existing rates and deactivate, reactivate or delete a rate.

Contents

• Quick Guide
• Prerequisites
• Create a new rate
• Advanced settings
• Check a rate
• Deactivate, activate or delete a rate

Quick Guide

1. Go to Settings / Membership management / Rates.
2. Click New rate in the upper right corner.
3. Fill in the fields in the dialog and click Create.

Prerequisites

Your role needs the permission Configure rates (category Settings, subcategory Membership management).

Create a new rate

After you have created the general information of a rate, you can add one or more terms and define several payment methods for each term. You can then assign the rate when you create a member or later in the data of an existing member.

Go to Settings / Membership management / Rates and click New rate in the upper right corner.

The New rate dialog opens. Fill in the following fields:

• Rate name: the internal name of the rate, e.g. "Basic Paris 1". It only helps you tell your rates apart.
• Public rate name: the name your members see, e.g. "Basic". If several content languages are enabled, you can enter it for each language.
• Membership contract: the contract document that belongs to the rate. Choose a document or create your own under Settings / Membership management / Contract documents. The document is shown when a membership with this rate is signed. With Add override you can select a different contract document for specific facilities.
• Rate code: rate codes help you organise your rates. Create rate codes with a unique name and description and assign them to your rates, e.g. "Association rate" or "Trial membership".
• Campaign: links the rate to a marketing campaign. Members who sign up with this rate are attributed to this campaign.
• Freeze period effect: choose whether the fee is reduced proportionally during a freeze period (Fee adjustment) or remains due in full (No fee adjustment). If you choose No fee adjustment, members cannot create freeze periods via Self-Service.
• Color: optional. The color is shown in the rate overview and helps you tell rates apart at a glance.

Advanced settings

Click Advanced Settings in the dialog to show further fields:

• Pre-use: defines whether a member may train before the official contract start.
  • None: members may not train before the contract starts.
  • For a fee: members may train before the contract starts and pay a pro rata fee. Example: the contract starts on 1 October and the member trains from 15 September, so they pay an additional half month's fee.
  • At no fee: members may train before the contract starts at no cost.
• Allow reference date payment frequency at the end of the month: allows the default due date to fall on the 29th, 30th or 31st of a month. For fees during freeze periods you choose whether they are calculated in full or pro rata.
• Tax rate: the tax rate for this rate.
• Booking codes: optional booking codes for the rate.
• Payment run group: assign a payment run group if all contracts with this rate should be processed in a specific payment run.

Click Create to save the rate.

Check a rate

Go to Settings / Membership management / Rates and select the rate you want to check. The detail view opens.

Deactivate, activate or delete a rate

Open the three dot menu of the rate in the overview:

• Deactivate rate deactivates an active rate.
• Activate rate reactivates a deactivated rate.
• Delete rate deletes the rate. You can only delete a rate that is no longer in use: it must not have active memberships and must not be used in an offer, a contract voucher or a rate restriction of a voucher.

By default, the overview shows only active rates, because the Status column is filtered to Active. Change this filter to see deactivated rates as well.

Note: This article was created with the help of artificial intelligence and editorially reviewed.