The Goal: Exclude a specific fee item from Price % adjustments so a non-negotiable fee (such as a State or National Fee) is not changed when you apply a Price Change %.
Before You Begin:
- This is a per-fee-item setting on a membership type’s pricing. You will find it under Memberships > Settings > Membership Types, in the Edit Membership Billing window for the membership type, behind the Billing Options link on the fee item row. The settings page opens as Membership Settings.
- You need permission to manage membership types and their pricing.
- Know which membership type and which fee item you want to exclude from the Price Change %.
- Remember: when you select Exclude from Price Change % for a fee item in the Billing Options, the Price Change % will NOT be applied to that fee item.
Step-by-Step Instructions
- Go to Memberships, click Settings and select Membership Types.
- For the desired membership type, click the link in the Pricing column. The link text is the type’s current price (for example, $1,000.00 once ,$2,100.00/term) or <No Pricing>. The window opens as Edit Membership Billing - <membership type>.
- In the Recurring Fee Items area, click the Billing Options link at the end of the desired fee item’s row. The dialog opens as Edit Advanced Fee.
- In the Edit Advanced Fee dialog, tick Exclude from Price Change %.
- Click the Done button.
Common Pitfalls
- Forgetting to flag the fee: If you do not select Exclude from Price Change % on the fee item, the Price Change % will be applied to it along with the rest of the base price. Set the exclusion before running any price adjustment.