An August Only membership lets you sell a membership for the end of the season. This article shows two ways to build it: Flat Rate pricing and Per Member pricing.
Before You Build the Product
Create an account type named August Only (or similar). Go to Settings > Members > Account Types.
Allow August Only accounts to check in. Go to Settings > Front Desk > Check-In Settings and check August Only under the allowed account types.
Note: Change the check-in setting as close to August as possible, or on August 1. If no account types are checked there, all account types are included in check-in search results.
Example 1: Flat Rate Pricing
Step 1: Create the product
Go to Finances > Products and click Add New.
Enter a name and description for the membership.
Set Fee Type to Membership Fee.
In Flat Rate Pricing, enter the Price.
Step 2: Turn on rules
Scroll to Show / Hide / Require Rules and check Apply Rules.
Set Rule Action to Show, since this is an optional product.
Step 3: Add an Account Type rule
Click Add Rule and choose Account Type.
Set Comparison to Is Any Of.
Set Field to Offered Membership and August Only.
Set Next Rule Relationship to And. If you are not adding another rule, leave it blank.
Step 4: Add a Payment Status rule
Click Add Rule and choose Account Payment Status.
Set Comparison to Is and Field to Unpaid.
The product now shows for Offered Membership or August Only accounts that are Unpaid.
Step 5: Add a Post Payment Action
Check Apply Post Payment Action and click Add Rule.
Condition: choose Account Type, set Comparison to Is Any Of, and Field to Offered Membership.
New Value: choose Account Type and set Field Value to August Only.
After payment, an Offered Membership account automatically changes to August Only.
Step 6: Save as a draft, then publish when ready
Click Save Draft until you are ready to sell.
Click Publish when you want to start selling. The product then becomes available to Offered Membership and August Only accounts.
Remember to update Check-In Settings so August Only accounts can check in.
Example 2: Per Member Pricing
Step 1: Create the product
Go to Finances > Products and click Add New.
Enter a name and description, and set Fee Type to Membership Fee.
In Per Member Pricing, check Enable per member pricing and set the options and prices. See Per Member Pricing for help.
Step 2: Turn on rules
Scroll to Show / Hide / Require Rules, check Apply Rules, and set Rule Action to Show.
Step 3: Add an Account Type rule
Click Add Rule and choose Account Type, Is Any Of, Offered Membership and August Only.
Set Next Rule Relationship to And.
Step 4: Add a Payment Status rule
Click Add Rule and choose Account Payment Status, Is, Unpaid.
Step 5: Add a Post Payment Action
Check Apply Post Payment Action. Set the condition to Account Type Is Any Of Offered Membership, and the New Value to Account Type = August Only.
Step 6: Save as a draft, then publish when ready
Click Save Draft, then Publish when you want to start selling.
Remember to update Check-In Settings so August Only accounts can check in.