OE – Changing Prices - Batch Change Member Dues

FAQ #8 - OE – Changing Prices - Batch Change Member Dues

Before making any changes, pull Membership reports for reference:

Log in to Club > Reports > Membership Reports > Membership List Report > Includes all members with their next payment date and how much they pay, among other information. The report includes the current price all members are paying and can be used if there are people who need to be put at a different price.

Batch Changing Membership Price for Existing Members

The batch change for dues will change the price for the selected membership for all existing members in the range selected.

•Log into OE > Backend > Batch Change - Member Dues > Enter the required information

•MEMBERSHIP TYPE: Choose the plan to change the price

•DUES AMOUNT: Enter the new price for the Membership Type selected

•JOINED DATE – START DATE: If all members are to be included, select the date when the club was opened or when the earliest member signed up. Alternatively, if the date is unknown, select a date far in the past can be entered, ex: 1/1/2000

•JOINED DATE -- END DATE: Leave End Date blank unless limiting the choice of members to people who signed up during a certain date range and are grandfathered in at their current price

•EFFECTIVE DATE: Today or a future date when the new price is to take effect

•Click Commit to finish. The committed change will appear in the list. Future will have a delete button and allow to cancel before it happens

The price change will happen when the billing service runs on the selected effective date; the service runs twice daily.

Updating Dues for Individual Existing Member

Each member’s agreement can be updated individually.

Log into Club > Member Record > General Tab > Edit the plan

Update the amount > Verify next payment date > Save

Changing Prices for FUTURE Sales

Make sure to update the prices at club level for future sales.

**Please note this change affects only new signups or renewals, not existing member prices: