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 Member Fee
- Select 'Settings' from the Members Menu (3x3 grid icon, upper right)
- Click on “Datastore” in the left-hand menu
- Select “Membership Fees” from the menu
- Click on “New Record” in the top right-hand corner
- Make sure the Status is “Active”
- Include the name of the Program
- Include the frequency of the Program (how often the membership fee should be processed)
- Include the information about the program (e.g., you could say it is $40/week or $80/fortnight)
- Include the fee for the program (do NOT put the "$" sign in this section, only the amount, e.g., 40 and do NOT put a comma if you are selling larger priced packages e.g., 2000 is the format)
- Click “Submit” at the bottom
Watch the video below to see the steps in action.
Please note that our software interface is continuously evolving to enhance your experience. While the content of this video is accurate in demonstrating the functionality, there may be minor differences in the user interface due to ongoing updates and improvements. We recommend using this video as a reference alongside the most recent version of our software for the most up-to-date user experience.
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
Watch the video below to see the steps in action.
Please note that our software interface is continuously evolving to enhance your experience. While the content of this video is accurate in demonstrating the functionality, there may be minor differences in the user interface due to ongoing updates and improvements. We recommend using this video as a reference alongside the most recent version of our software for the most up-to-date user experience.
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
Watch the video below to see the steps in action.
Please note that our software interface is continuously evolving to enhance your experience. While the content of this video is accurate in demonstrating the functionality, there may be minor differences in the user interface due to ongoing updates and improvements. We recommend using this video as a reference alongside the most recent version of our software for the most up-to-date user experience.
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
Watch the video below to see the steps in action.
Please note that our software interface is continuously evolving to enhance your experience. While the content of this video is accurate in demonstrating the functionality, there may be minor differences in the user interface due to ongoing updates and improvements. We recommend using this video as a reference alongside the most recent version of our software for the most up-to-date user experience.
Need Assistance?
For further assistance or clarifications, please contact software@graciebarra.com or chat with us directly in GB Members.
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