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Must know
  • What you type. Only Up to (min/wk) and Monthly Price are typed. From is the next-lower band’s Up to plus one (0 on the lowest band). The last row is the open-ended catch-all, with a disabled ∞.
  • Limits. Prices can’t drop as minutes rise (equal is fine). Minutes are whole numbers of 1 or more, prices are above $0.00, a card holds up to 100 tiers, and a name is up to 100 characters.
  • What saving does. Saving replaces the whole tier list. The change takes effect at each family’s next billing cycle, with no charges now, and every save is recorded in the Activity log.
  • Permissions and availability. Creating, saving, renaming and deleting need the Edit Financials permission. Rate Cards is turned on for your club by Uplifter. If you don’t see Rate Cards under Settings > Financials, contact Uplifter support.
1

Create the card

Go to Settings > Financials > Rate Cards, click New rate card, type a Name, and click Create (Enter also works; Create stays disabled until you type a name). “Rate card created” appears. Names must be unique in your club (“A rate card with that name already exists.”), but names that differ only in capitalization (“Juniors” and “juniors”) count as different.
2

Add tiers

Click Add tier. The first row of an empty card is the catch-all, covering 0 minutes and up: give it a Monthly Price for a flat rate. Each later click adds a row above it; type its Up to (min/wk) and Monthly Price. Weekly and Per Hour fill in (the catch-all’s Per Hour shows a dash).
3

Save

Click Save, read the count in Update this rate card?, and confirm with Update rate card (Go back cancels). “Rate card updated” appears and rows re-sort lowest band first.
When Save is disabled. Save needs unsaved changes, every field filled in, and no red cells. Red means minutes that aren’t a whole number of 1 or more, two rows with the same minutes, or a price of $0.00 or less. If a lower band costs more than a higher band, both Monthly Price cells turn red, with no message. How rows behave. From follows minutes, not row position, and stays empty until Up to is valid. The trash icon at the end of a row removes that row. Removing the catch-all makes the row above it the catch-all, and its typed Up to is dropped. Who is re-priced. The count covers athletes with an active enrollment in an active program on the card. Athletes still waiting on requirements are re-priced too but not counted. Emptying a card. Saving with no tiers is refused while any active program uses the card: “This rate card can’t be emptied while its programs are active. Deactivate them first.” Renaming and deleting. The pencil opens Rename rate card (Save name). The trash icon next to the pencil asks you to confirm with Delete rate card, and fails while any program, draft included, uses the card: “This rate card is still assigned to one or more programs. Reassign or remove them first.” Permissions and errors. Opening the page needs View Settings. The cards then show for staff with View Financials or Edit Training. Without Edit Financials, changes fail with “Forbidden”. If the cards don’t load, you see “Failed to load rate cards” and editing is disabled until you refresh. Where changes are recorded. Each save records the old and new monthly price of every band that changed (a band added or removed counts) and who saved it. Open My Organization > Activity log (needs View Settings), click Filters, and under What changed open Resource and pick Rate card tier (listed under Money). Program pages on your club website show the new tiers right away. Related: What is a rate card, and when would my club use one? · How do I price a program from a rate card? · What happens when I change a rate card after athletes are enrolled?