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Must know
  • Only Monthly and Yearly memberships renew. A member you add with Comp (no charge) in Add member is never invoiced or renewed.
  • A renewal charges the member’s own recurring price (full price after a prorated first cycle), plus sales tax if families pay it at your club’s checkout (never for a Tax Exempt membership). A later price change reaches current members only if you choose Move them onto the new terms.
  • With a club Monthly billing day set, monthly members are charged in advance on that day for their next cycle, not on the cycle start.
  • About 3 days before, the guardian gets a Recurring Charge Upcoming reminder, but only when a card or bank account is on file and the member is not set to cancel.
Uplifter runs renewals for you. Each cycle:
1

A reminder goes out

About 3 days before, the guardian gets one email covering their upcoming charges. It is skipped with no payment method on file or when the member is set to cancel. Turn it off in Settings > Communication > Notifications.
2

The saved payment method is charged

The charge runs when the new cycle starts. If Settings > Financials > Payment Schedule > Monthly billing day is set, monthly members are charged on that day instead, in advance for the next cycle. Yearly memberships charge on the cycle start. A Billing date set on one monthly member’s charge in Financials > Recurring Billing moves that member’s charge to that day each month, and each charge covers the month starting that day.
3

Coverage extends

When the charge succeeds, coverage runs to the end of the cycle it paid for and the guardian gets a Recurring Charge Receipt email.
What the charge includes. The member’s own price, plus sales tax when your club has families pay it (none if Tax Exempt), any card or bank service fee your club sets and renewal surcharges, less automatic renewal discounts. A custom Amount set on the member’s charge in Financials > Recurring Billing skips the discounts. One member’s price. Open the membership in Athletes > Memberships and choose Manage on the member’s row. Price override applies from that member’s next cycle, whenever you set it. Clear it to return to the cycle price. Once a membership has active members, only Uplifter can set it. If the member’s charge in Financials > Recurring Billing has its own amount set, saving asks whether to keep it; a kept amount is what bills. Only staff with the View Financials permission see Price, Next charge, Price override and Pause billing. Changing the membership’s price. Changing a sold membership’s price, interval or dates opens Change how this membership bills? For auto-billed members, pick Keep them on their current terms (the default), Move them onto the new terms (from the end of their paid period; custom amounts are cleared) or Stop their automatic renewal. When renewal stops. You can:
  • Choose Cancel membership, then At the end of the current period or Now. A member whose coverage already ended but still has a renewal scheduled gets Stop renewal instead.
  • Remove the member, or choose Cancel recurring billing in the membership’s Recurring billing menu to stop everyone.
  • Deactivate the membership or let it reach its end date. Members keep coverage to the end of their paid period.
Pausing. Pause billing opens Pause recurring billing? Pick an optional Restart date (blank means you restart it yourself) and Skip the paused cycles or Bill the paused cycles after the restart. Billing resumes on the first cycle on or after that date. Resume billing asks about cycles that passed. The Recurring billing menu can pause or resume everyone. No card on file. Uplifter raises an invoice the family can pay online, with the same grace and retry rules as a declined card. While a failed renewal is being retried, the member’s membership is not ended. Related: What happens when a membership payment fails? · How do I change a member’s price, dates, or pause billing? · How do I edit a membership that has members? · How do I set my club’s monthly billing day and grace period?