Use this step-by-step process to find and fix product setup problems. Products are managed in Finances > Products. Open a product to edit it, or click the Add New tab to create one.
Step 1: Verify the Pricing Type
Important: a product should use only ONE pricing type. Filling in more than one causes conflicts.
Pricing types on the product edit screen:
Flat Rate Pricing
Per Member Pricing
Age & Member Type Based Pricing
House Guest Options
Account Balance or Credits
Guest Pass Options
User Defined Price
Action: Make sure only ONE pricing type is filled in or enabled. If more than one is, clear all but one.
Common issue: Product won't add to the order or shows the wrong price.
Cause: More than one pricing type is set.
Fix: Clear all but one pricing type.
Step 2: Check the Show / Hide / Require Rules
In the Show / Hide / Require Rules section, check Apply Rules, then pick one Rule Action for the product. The options are Show, Require, Disable, and Hide.
Show: the product is shown only to accounts that match the rules.
Require: the product is shown and required for accounts that match the rules.
Hide: the product is hidden from accounts that match the rules and shown to everyone else.
Note: Each product has one Rule Action. You can't combine Show rules and Hide rules on the same product. To exclude some accounts from a Show product, add an "Is Not" rule (for example, Account Tag Is Not Full Bond Paid).
If Apply Rules is not checked, the product is available to all account types.
Rule Types
Account Type
Comparisons: Is, Is Any Of, Is Not
Account Tag
Comparisons: Is, Is Any of, Is Not
Account Payment Status
Comparisons: Is, Is Any Of, Is Not
Values: Unpaid, Pending, Paid
Account Prior Year Payment Status
Comparisons: Is, Is Any Of, Is Not
Values: Unpaid, Paid
Selected Product
Comparisons: Is, Is Any Of, Is Not
Checks which products the member has selected on the payment screen, so the product appears or disappears as they check items.
Combining Rules with And / Or
Use Next Rule Relationship to combine rules. Options: And, Or, | And, | Or. See And / Or conditions for Next Rule Relationships.
And: ALL conditions must be met (more restrictive).
Account Type is "Full Member" AND Account Payment Status is "Paid" → only Full Members who are Paid
Or: ANY condition can be met (more inclusive).
Account Type is "Full Member" OR Account Tag is "VIP" → Full Members, or anyone with the VIP tag
Key points:
"Is Any Of" within one rule works like Or within that rule.
And between rules means all must be true.
Or between rules means at least one must be true.
Step 3: Set the Fee Type
Every product needs a Fee Type for correct behavior and reporting. Fee types are managed in Finances > Products on the Fee Types tab, so your list depends on your club.
Example fee types:
Membership Fee
Initiation Fee
Assessment
Event Fee
Facility Fee
Late Fee
Other
Action: Never leave Fee Type blank. See Fee Types: Use and Importance.
Step 4: Pricing-Specific Troubleshooting
Flat Rate Pricing
Flat Rate Pricing
Issue | Check | Fix |
Price showing $0.00 | Is the Price field filled in? | Enter the price |
Wrong price | Was the product saved after the change? Any Price Variations applying? | Click Update to save, clear cache, and review price variations |
Won't add to the order | Show / Hide / Require Rules? | Review the rules |
Per Member Pricing
Per Member Pricing
Setup checklist:
Enable per member pricing is checked
Only ONE pricing type is set
Restrict By Member Type is set (only if limiting to certain member types)
Payment requirement: Require All (everyone must be paid for) or Require Billing Contact (billing contact only)
How pricing works:
Member #1 = the first person's price
Member #2 = the second person's price, and so on
Skip numbers to charge the same price for several members (for example, Member #1: $200 and Member #4: $50 means Members 2 and 3 also pay $200)
The last price applies to every member beyond the highest number
Set the final row to $0 to cap the total
Common issues:
Issue | Check | Fix |
Price is $0 | Checkbox enabled? Prices rows filled in? | Check Enable per member pricing and add price rows |
Wrong member count | Restrict By Member Type? Member status? Require setting? | Adjust the member types, confirm members are active, check the require setting |
Price not increasing | Only Member #1 set up? | Add rows for Member #2, #3, and so on |
Price jumping unexpectedly | Gaps in member numbering? | Fill the gaps, or confirm the skip is intended |
Total not capping | Final row set to $0? | Add a final row with a $0 price |
Guests counted incorrectly | Does Restrict By Member Type include guest types? | Leave guest types out of the selection |
Example: cap at $350 total
Member #1: $150 Member #2: $100 Member #3: $100 Member #4: $0; Result: 1 member = $150, 2 = $250, 3 = $350, 4 or more = $350 (capped)
Age & Member Type Based Pricing
Age & Member Type Based Pricing
Setup checklist:
Enable Age / Member Type Pricing is checked
Only ONE pricing type is set
Each Prices row uses EITHER an age range (Minimum Age / Maximum Age) OR a Member Type, not both
Consider requiring a date of birth for age-based pricing
How pricing works:
Age-based: set an age range (for example, 0-17, 18-64, 65-120) and a price for each
Member type-based: set a member type (for example, Adult, Child) and a price for each
If a member's type matches a member type row, that price is used; otherwise their age is matched to an age range
Common issues:
Issue | Check | Fix |
Wrong price tier | Date of birth correct? Age ranges overlap or have gaps? Member type matches? | Check the date of birth, fix the age range boundaries, check the member type |
No price showing | Age outside all ranges? Member type not listed? | Add a row that covers every age or member type |
Price is $0 | Checkbox enabled? Price rows filled in? | Check Enable Age / Member Type Pricing and add price rows |
Age-based not working | Date of birth missing for the member? | Require a date of birth (see below) |
Member type pricing not working | Member Type empty on the row? | Select the member type on the row |
Members can't complete payment | Date of birth required but not entered? | The member must enter a date of birth before paying |
Mixed age and type in one row | Both an age range AND a member type entered? | Use only an age range OR a member type per row |
Child pricing applying to adults | Date of birth wrong? | Check the date of birth |
Gaps in age ranges | Age range missing (for example, 18-24 skipped)? | Fill all age ranges, or confirm the gap is intended |
Age calculation:
Age is calculated from the member's date of birth as of today's date (the day the payment page is loaded).
Requiring a date of birth:
On the product, use Require Date of Birth to pick the member types that must have a date of birth to pay, OR
For all accounts, click Settings in the admin menu, go to Members > Account Settings, and use Require Date of Birth to pick the member types that must provide one.
Example: age-based pricing
Ages 0-17: $50 Ages 18-64: $200 Ages 65-120: $150; (Each row has an age range only, no member type)
Example: member type-based pricing
Adult: $500 Child: $100; (Each row has a member type only, no age range)
House Guest Options
House Guest Options
Issue | Check | Fix |
House guest price not showing | Price Model chosen (Flat Rate or Date Based) and the price filled in? | Choose a Price Model and enter the price (or the Options rows for Date Based) |
Can't add more than one house guest | Allow Multiple checked? | Check Allow Multiple if families can buy more than one house guest pass |
Account Balance or Credits
Account Balance or Credits
Issue | Check | Fix |
Amount showing $0 or blank | Balance Field selected? Does the account have a value in that field? | Select the field (usually Account Balance) and check the value on the account |
Balance not cleared after payment | Balance Field selected on the product? | Select the field; after payment the field is set to 0 |
Guest Pass Options
Guest Pass Options
Issue | Check | Fix |
Not available to buy | Product published? Rules allow this account? | Publish the product and check the Show / Hide / Require Rules |
Quantity option missing or limited | Show Quantity Option? checked? Maximum Quantity set? | Check Show Quantity Option? and set Maximum Quantity (up to 500) |
Wrong number of passes added | Number of Passes Per Book? | Set the number of passes per order (1 if sold individually, 10 for a book of 10) |
User Defined Price
User Defined Price
Issue | Check | Fix |
No amount box shown | User Defined Price enabled? | Check User Defined Price and leave all other price fields blank |
Members can't see the product | Admin Only checked? | Admin Only products show only on the Finances > Offline Payment screen; uncheck it to show members |
Unexpected price | What amount was typed in? | The price is whatever the admin or member enters |