Prorating Member Classes

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

    • Membership Billing & Invoices: Customers Minimum Spending Requirements by Department

      Article contents:- This article summarizes the minimum spend rules by class or customer for any department's spending. Step By Step:- Note:- You can set a minimum spend rule across an entire class or alternatively set up a customer-specific spend ...
    • Department wise Member/ Customer Discount

      Article Contents: This article summarizes how to set Department wide Member/Customer Discount on items. Note:- There are two ways to set department-wide discounts on items. A. You can set a Discount Rule on a member class which will be apply to all ...
    • Settings - Custom Discount Creation

      Article Contents This article contains step by step instructions on how to create a customized discount button for the register. Step-by-Step:   Step 1: Click on the Gear wheel  Icon on the top right corner of the screen. Step 2: Click on ...
    • Membership - Online Membership Sales & Application Creation

      Article Contents: Our latest update revolves around the introduction of new settings under Class Management, aimed at improving the online sale and signup experience for memberships. These settings include the creation of custom sale strategies, the ...
    • Settings - Membership Settings (video 7:41)

      Article Contents- In Club Caddie, 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, ...