Prorating Member Classes

SETTINGS: PRORATING MEMBER CLASSES

Article Contents: This article covers the option of prorating a member class for when adding a new class to a member. When this option it turned on in Class Management, the monthly or yearly rate for the member will be prorated appropriately.

Step by Step:
 
Step 1: Navigate to your  Settings, then click on  Class Management.


 
Step 2: From  Class Management, click on the  Action dropdown for the class that you would like to prorate, select  Edit Class, and toggle on  Prorate on Sale. Then click  Save.


 
Step 3: You will then be able to add this class to a member at a prorated discount for the month or year, depending on their respective class. 

Annual - If you would like the annual class to end on Dec 31st, and to be prorated from the effective date until the end of the year, enter Dec 31st in the expiration date when adding the class to the member.



Monthly - Make sure to set the Bill Till Date for the last day of the month in order for the prorate to work effectively for the current month.



    • Related Articles

    • SETTINGS: LOTTERY

      This article provides steps on how to create a lottery booking for tee times for your facility. Article Content: This article provides steps on how to create a lottery booking for tee times for your facility. Step by Step Guide: Step 1: Navigate to ...

    • SETTINGS: CLASS MANAGEMENT

      Article Contents: This is a step-by-step guide on how to create a new class or edit an existing class. Step-By-Step: Step 1: Click on the Gear Wheel icon on the top-right corner of the screen. Then click on Class Management from the left-side menu. ...

    • Membership Settings (Video)

      In Jonas Synergy, the membership settings are crucial to managing your club operations effectively. This knowledge-based article will guide you through the membership settings, offering a detailed understanding of each option, ensuring you make the ...

    • Assigning Class Rates to Multiple Classes

      Article Contents: Class Rate Management can now give a Class Rate a “Title,” which will be what the guest/member sees during the booking experience. Users can now also apply multiple Classes to a given Class Rate. Step-By-Step Step 1: Click on the ...

    • SETTINGS: ONLINE MEMBERSHIP SALES & APPLICATIONS

      Article Contents: These settings include the creation of custom sale strategies, the addition of terms and conditions specific to each class, cancellation policy, proration of memberships, and the establishment of maximum assignments for memberships. ...