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Assigning a Custom Membership Rate

Special Rates

Tasha Demkiw avatar
Written by Tasha Demkiw
Updated over 10 months 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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