The Goal: Override the membership renewal pricing setting for a specific member in their Overview tab — for example, to prevent that member's dues from being recalculated.
Before You Begin:
- IMPORTANT: When you change the Membership Renewal Pricing from this screen, it sets the selected option "for all time." You can always go back and change it again as needed.
Override Renewal Pricing from the Member Overview Tab
- For the desired member, click the Overview tab on their contact record.
- In the Membership section, click the hyperlink for the membership you would like to update.
- On the Membership Details screen, click Advanced Options.
- In the Renewal Options section, choose the desired Pricing Override.
- Click Done.
Reporting on Pricing Overrides
To identify which members may have the override set, use the Membership Report and/or the Recurring Billing report. Include the following fields:
- Renewal Pricing Default: The default setting of the membership type.
- Renewal Pricing Override: Indicates if the renewal pricing has been overridden for that member.
Common Pitfalls
- Override is permanent until changed: Changing the Membership Renewal Pricing here applies for all future billing cycles, not just the current one. Review the member's renewal pricing settings periodically or use the reports to audit overrides.