How to | Apply a Registration Fee | GB Members CRM Help Center

Effective July 2024, you can now include a one-time registration fee when signing up a new member. This is currently only available when signing up a single member. If you are signing up a Family and would like to apply a registration fee, complete the sign-up process as normal and then capture the member's payment manually.

Set up your Membership Fee
Select to include Registration Fee
The Sign-Up Process with the Fee

1. Set Up Your Membership Fee

To set up your membership fee, follow these steps:

Navigate to the Datastore section within your software:

Select 'Settings' from the Members Menu (3x3 grid icon, upper right)
Click on “Datastore” in the left-hand menu.
Select “Membership Fee” from the menu.
Select the magnifying glass icon to populate all existing records.

Edit existing records or create a new record:

Either click “New Record” in the top right-hand corner or select the 3 dots on the right-hand side of an existing Membership Fee and click “Edit”.

2. Select to include Registration Fee

Choose whether to include a one-time registration fee. If yes, select the checkbox and input the details, such as the amount and text to display (e.g., “New Member Uniform”), and decide if it should be charged:

Immediately: The fee is charged as soon as the user signs up.
At Billing Start: The fee is charged at the start of the first membership bill.

Once you have made any necessary edits, click “Save” at the bottom to ensure your changes are saved.

3. The Sign-Up Process with the Fee

Once you have updated your memberships in the Datastore, the changes will be reflected in the Member Registration Form and the Self Sign-up Widget.

The registration fee will automatically be applied to the Self Sign-up Widget and cannot be waived. However, it will also be visible, and you can waive it when registering someone from within the software.

You can name your registration fee whatever you'd like. In the examples below, we chose the "New Member Uniform Package."

Additionally, note that the admin fee is also automatically applied on top of whichever amount you entered.

Bambor Member Registration Form View inside GB Members

Self Sign-up Registration Form Widget

Need Assistance?

For further assistance or clarifications, please contact software@graciebarra.com or chat with us directly in GB Members.

You can also schedule a 1-1 consultation: https://graciebarra.link/gbmembers-consultation.

For the latest updates and key discussions, visit our GB Members Group within GB Connect.

For non-software related inquiries about your GB School, reach out to support@graciebarra.com

Additional Training Resources: While we are still building out this Help Center, you can find additional information within this user guide to help you easily navigate the software. There are also more screen-recorded videos in this Google Drive.

Feedback and Feature Requests:

We value your feedback and suggestions. Please fill out this form if you have any feature requests or improvements. Your opinion is crucial in enhancing our services. https://graciebarra.link/crm-feature-request

How to | Apply a Registration Fee