Decide who can see a product and whether it is optional or required.

Work like filters on the member's Make a Payment page.

If Apply Rules is off, the product shows to every account as an optional purchase.

The product appears on matching accounts as an optional purchase.

Use for guest passes, parking passes, social event tickets, optional add-ons, and locker rentals.

The product is hidden from matching accounts. They cannot see or buy it. All other accounts see it.

Use to exclude account types, hide products from accounts that already bought them, or keep products exclusive to certain groups.

The product appears on matching accounts as a required charge. Product rows are not silently added to a payment: only rows the member actively selects are included, and the page prevents an empty submission.

Use for annual membership dues, initiation fees, capital assessments, and mandatory facility fees.

On the admin Finances > Offline Payment screen, required products are optional so staff can adjust the order.

Disable is listed as a Rule Action but the payment page does not currently act on it. Use Show, Hide, or Require instead.

Go to Finances > Products and open the product (or click Add New).

Scroll down to Show / Hide / Require Rules and check Apply Rules.

In Rule Action, choose Show, Require, Disable, or Hide.

Click Add Rule, then Select Rule Type and choose one:

Choose a Comparison: Is (matches one value), Is Any Of (matches any of several values), or Is Not (excludes a value).

Choose the value(s) in Field.

Use Next Rule Relationship to link a rule to the next one. Options: And, Or, | And, | Or. Leave it blank on the last rule.

And: all conditions must be true. Example: Family accounts AND tagged "Board Member" means only Family accounts that are board members see it.

Or: any condition can be true. Example: Family OR Couple means both Family and Couple accounts see it.

Fee Type: Membership Fee (slug membership-fee)

Rule Action: Require

Condition: Account Type Is Any Of (select all account types)

Result: every account must pay this to be marked Paid.

Fee Type: Initiation Fee

Rule Action: Require

Condition: Account Type Is Offered Membership

Result: only Offered Membership accounts must pay it. Other account types don't see it.

Fee Type: create a new fee type called Parking Fee

Rule Action: Show

Condition: Account Type Is Any Of (select all account types)

Result: all accounts can optionally buy a parking pass.

Fee Type: Guest Fee (slug guest-fee)

Rule Action: Hide

Condition: Account Type Is Non-Member

Result: Non-Member accounts cannot see or buy guest passes.

Fee Type: Discount

Rule Action: Show

Condition 1: Account Tag Is Military, And

Condition 2: Account Payment Status Is Unpaid

Result: only unpaid accounts tagged Military see the discount.

An account's payment status is changed to Paid by paying a product with the Membership Fee fee type (slug membership-fee). No other fee type changes payment status.

Require makes a product mandatory at checkout. It does not by itself change an account's payment status.

For a Membership Fee product set to Require: the account stays Unpaid until it is paid, then switches to Paid automatically. This controls member access if you limit services to Paid accounts.

Start with basic rules (just Account Type).

Add complexity only when needed.

Test before going live.

Choose And vs Or carefully.

Document complex rules in the product's Internal Notes (not shown to members).

Keep rules as simple as possible.

Using Require when you mean Show (makes the product mandatory).

Using Hide when you could simply Show to the right accounts.

Creating conflicting conditions so no account qualifies.

Not testing with real accounts.

The Selected Product rule type shows or hides a product based on what the member checks on the payment page.

Example uses: "If the member selects Product A, hide Product B"; "Show this add-on only after a membership is selected"; "If early bird pricing is selected, hide regular pricing."

This is complex. Use it only when simpler rules won't work, and contact Member Splash support for help.

Check you are using Show or Require, not Hide or Disable.

Check the conditions match real account types and tags.

Check every rule has a value (look for the Issues badge).

Confirm the product is Published, not Draft.

Check that account types haven't been renamed.

Review your And / Or choices.

Check you picked the right account types or tags.

Check you are filtering by the right rule type (Account Type vs Account Tag).

Only product or member rows actively selected by the member should be included in the payment.

For required charges, confirm Rule Action is Require and the conditions match the account.

If nothing is selected, the payment page shows an error and does not create a $0 confirmation.

Check whether Apply Rules is turned off, or all account types are selected.

Make the rule more specific, or use Hide to exclude accounts.

Only a Membership Fee product marks the account Paid. Check the fee type.

Check the payment went through in Finances > Orders.