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Must know
  • Where it shows. The Rate Card dropdown (default No rate card (fixed price)) appears only when Billing Schedule is Monthly recurring and Registration Style is Enroll in entire program or Full & Drop-in.
  • Availability. Rate Cards is turned on for your club by Uplifter. If you don’t see Rate Cards under Settings > Financials, contact Uplifter support.
  • What a card changes. Picking one hides Monthly Price, the per-session price choice, Proration, the pass, member and punch-card price editor and (except Full & Drop-in with a paid drop-in price) Discounts, and switches waitlist settings off.
  • Schedule and lock. The program needs at least one weekly time slot before it can be made Active. The card can’t be changed or removed once athletes are enrolled, or while a registration or payment is in progress.
1

Set the billing basics

Create the card first under Settings > Financials > Rate Cards. Then set Registration Style to Enroll in entire program or Full & Drop-in (on General) and Billing Schedule to Monthly recurring (on Billing).
2

Pick the card

In the program builder, use the Billing step. On an existing program, choose Configure from its row menu in Registrations > Programs, then open the Billing tab. Under Billing Schedule, choose a card from Rate Card. A card with no tiers shows as “[card name] - add tiers in Settings first” and can’t be picked.
3

Add a time slot

Add at least one weekly time slot on Schedule. A Draft can be saved without one, but it can’t be made Active.
4

Save

Save the program. Creating a program needs the Create Training permission; saving changes to an existing one needs Edit Training.
Going back to a fixed price. Before anyone enrolls, set Rate Card to No rate card (fixed price). How is the price entered? and Monthly Price reappear; enter a price again. What the save refuses. A rate-card program must bill monthly, use a whole-program style, name a card of yours that has tiers, and not price by the session. Waitlists. The Enable Waitlist switch is greyed out for a rate-card program. On the Configure Waitlist tab it says “Waitlists aren’t available for rate-card programs yet.” Proration. Rate-card programs never prorate, so Proration is hidden. For other programs, see the proration article below. Once athletes enroll. Rate Card is greyed out. Hover it to see “Rate-card pricing can’t be changed once athletes are enrolled.” That covers switching cards too. If Rate Cards is later turned off for your club, the program keeps billing and stays saveable, but the dropdown is hidden. Changing the Registration Style later. Moving a program with athletes to Sign up per class opens a dialog. The card is removed whether you keep or remove the athletes. The dialog warns that each family’s monthly rate-card amount is recalculated without this program, and holding prices does not apply. Applications, bulk edit, rollover.
  • Applications to a rate-card program can’t be approved: “Approving a rate-card program is not supported yet. Enrol this athlete manually so their tier is priced correctly.”
  • Bulk program updates leave the card alone.
  • A season rollover carries the card forward. The renewed program is held as Draft with registration Closed if the card is missing or has no tiers, there are no weekly time slots, it doesn’t bill monthly or use a whole-program style, or waitlist settings remain.
Related: How do I create a rate card and set up its tiers? · What happens when I change a rate card after athletes are enrolled? · Why does my program show “Rate Card: [name]” instead of a price? · How do I prorate a program for families who join late?