Member Packages are what the applicant selects to indicate their membership level when completing their application. At least one member package must be created in order to have the Bill Me or Charge my Credit Card buttons display on the website.
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Click Add New Package.
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Click in the Package Name field and type the name of your membership package.
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Check Display Package? If this is ready to show on the public application.
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Type the desired Order that the member packages will display on the website by typing a number. (Items with the same number will display one after the other.)
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Select the Membership Type (if applicable) that this package should select by default on this member record.
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Select the Fee Type: Fee, Fee Item, Fee Schedule and Use ‘Contact Us’.
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Fee: Select this to specify a dollar amount for this package but not directly associated it with a fee item. With Fee selected, the Fee Amount field must be filled in.
Fee Items: Select this to specify a particular fee item that should populate when creating the invoice/receipt for this member. With Fee Items selected, the Amount and Fee Item Name must be filled in.
Fee Schedule: Select this to allow the applicant to lookup their fee in your provided schedule and input the amount manually on the form. To provide the schedule, click the Browse button on the Member Application Form Setup screen at the bottom of the Packages tab next to the New Fee Schedule filename field.
Use ‘Contact Us’: Select this If there is not a set dollar amount for this package. This will place wording next to this package on the website: “Please contact us to determine the fee”.
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Optional: Select the desired Tax Set (if this item should be taxed).
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10.
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Click Save.
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Once at least one Member Package is defined and the appropriate selections are marked on the General tab, then the Bill me and Charge my Credit Card buttons will be available on the application.
