This article explains how to add, edit, and deactivate membership pricing and fees for your programs, as well as how to adjust billing frequency and the interval at which payments are made.
In this article, you can find:
- Overview of Pricing Setup
- How to Add a Member Fee
- How to Edit a Member Fee
- How to Replicate a Member Fee
- How to Delete a Member Fee
1. Overview of Pricing Setup
At your GB School, you may have several different membership prices. We recommend setting up one price per member, for example:
- GB1 membership (1st member): 99.98 biweekly
- GB1 membership (2nd member) 69.98 biweekly
- GB1 membership (3rd member) 49.98 biweekly
This will allow you to easily change a membership price and/or freeze a non-primary billing family membership without needing to redo any math or recalculate what their prices should be.
2. How to Add a Membership Fee
Membership Fees define the programs available for students to enroll in, how often they are billed, and how much they pay.
To create a new Membership Fee:
- Select Settings from the Members Menu (3x3 grid icon in the upper-right corner).
- Click Datastore in the left-hand menu.
- Select Membership Fees.
- Click New Record.
You will now see the Membership Fee form.
Complete each field:
Status
Select Active to make this membership available. Choose Inactive if you are creating it for future use.
Visible
Check this box if you want the membership to appear on your website or Remote Registration page. Leave it unchecked if the membership should only be used internally.
Visible Date
The first day this membership becomes available.
Removal Date
The last day this membership will be available. If you do not want it to expire, check No end date.
Billing Date
Choose when billing can begin:
- Any day from Visible Date – Billing can begin on any date after the membership becomes available.
- Any day from School Start Date – Billing will begin based on the student's selected start date.
Membership Plan
Enter the name of the membership (for example: Kids Unlimited, Adults Unlimited, Little Champions, etc.).
Frequency
Select the billing cadence for the membership (Daily, Weekly, Bi-weekly, Every 4 Weeks, Monthly, Quarterly, Every 4 Months, Every 6 Months, or Yearly).
Info
Enter a short description of the membership. This information is displayed to staff and can also appear during registration.
Example: Unlimited classes - $45/week or 2 classes per week - $95/month.
Fee
Enter only the membership amount (do not include the $ symbol or commas).
Important: Before creating or updating membership fees, please refer to the GB Connect Price Per Region Policy. Membership pricing must follow the pricing guidelines established for your region.
Optional: Registration Fee
If you want to charge a one-time registration fee in addition to the membership, check the Fee checkbox.
The following options will appear:
Display Info Text
Enter the description that students will see for the registration fee.
Example: One-time Registration Fee or Enrollment Fee.
Charge Timing
Choose when the registration fee should be collected:
- Immediately – Charged as soon as the student completes registration.
- At Billing Start – Charged together with the student's first recurring payment.
Registration Fee
Enter only the registration fee amount (no $ symbol or commas).
Save the Membership
After completing all required fields, click Submit.
Your Membership Fee will now be available to assign to students and, if marked as Visible, will also appear on your online registration page.
3. How to Edit a Member Fee
- Click the magnifying glass on the right-hand side of the search bar
- Select the 3 dots on the right-hand side of each option, and click on “Edit”
- From here, you have the options to: Make the option “Inactive” so it will not appear, Rename the program, Change the frequency of the fee, Change the information of the program, Change the fee
- Click “Submit” at the bottom to make sure your changes are saved
4. How to Replicate a Member Fee
- Select the 3 dots on the right-hand side of the fee you want to duplicate, and click “Clone”
- This will create a copy of the same fee
- Make any necessary edits, then click “Save” at the bottom to make sure your changes are saved
5. How to Delete a Member Fee
- Select the 3 dots on the right-hand side of each option, and click on “Delete”
- This will remove the fee
Need Assistance?
For further assistance or clarifications, please contact northamerica@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