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Assigning a Custom Membership Rate

Special Rates

Tasha Demkiw avatar
Written by Tasha Demkiw
Updated over 3 weeks ago

If the rates you set for individual or group membership fees do not fully cover your fee schedule, you can create special rates within a membership plan (e.g., "College Student").

Please note that special rates must be manually applied to an individual member's rate within a membership; they are not automatically applied. The special rate's name will also be displayed on membership invoices.
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Table of Contents:

Adding Special Rates To A Membership Plan:

  1. Click 'Admin'

  2. Click 'Membership Options'

  3. Click 'View/Edit' on the membership plan you want to add a custom rate for

  4. Click '+Add Special Rate'

  5. Click 'Update' to save your changes

Assigning A Special Rate To A Member

You can manually apply a custom rate on a per-person basis when creating a membership:

  1. Search for and select the patient who you would like to give a special rate to

  2. Click 'New Membership' or 'Edit Membership'

  3. Click 'Override Rule' to override the age-based default pricing and apply a custom rate

  4. Select the new rule from the dropdown menu

  5. Click 'Create Membership' or 'Update' at the bottom to save the membership changes

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