This setup charges new families a one-time Bond (or Equity Fee) plus your yearly Membership dues. A Bond Paid account tag remembers who has already paid, so no one is charged the bond twice.
Example: Family Membership $600 every season plus a $2,000 bond once. A new family pays $2,600 their first season, then $600 after that.
💡 Tag families who already paid before you publish the bond. Any account without the Bond Paid tag will be asked to pay it.
Create the Bond Paid tag
Go to Settings > Members > Account Tags.
Click Add Tag, type Bond Paid as the Tag Name, and click Add.
Optional: check Visible on Member Dashboard so families can see their bond is paid.
Tag families who already paid
Go to Membership > Accounts and check the accounts that have already paid their bond.
Click Bulk Actions > Update Tags.
Choose Add, select Bond Paid, and click Apply.
Create the membership product
Go to Finances > Products and click Add New.
Enter a Product Name (like "2026 Family Membership") and choose Membership Fee in the Fee Type box.
Under Flat Rate Pricing, enter the Price without a dollar sign (like 600).
Under Show / Hide / Require Rules, turn on Apply Rules, set Rule Action to Require, and add an Account Type rule for the account types that pay dues.
Click Publish.
Paying a Membership Fee product marks the account Paid. The bond doesn't change payment status.
Create the bond product
Go to Finances > Products and click Add New.
Enter a Product Name (like "Bond") and choose Equity Fee in the Fee Type box. (Prefer the word "Bond"? Create your own fee type.)
Under Flat Rate Pricing, enter the Price (like 2000).
Under Show / Hide / Require Rules, turn on Apply Rules and set Rule Action to Require.
Click Add Rule, choose Account Tag, set Comparison to Is Not, and select Bond Paid. If only some account types owe a bond, add an Account Type rule too, with Next Rule Relationship set to And.
Under Post Payment Action, check Apply Post Payment Action and click Add Rule.
Click Add Condition, choose Account Tag, set Does Not Have Tag, and select Bond Paid.
Click Choose New Value, choose Account Tag, set Action to Add Tag, and select Bond Paid.
Click Publish.
More detail: Show/Hide/Require Rules for Products and Post Payment Actions.
Test it before going live
Go to Membership > Accounts, click the ⋮ menu on a test account without the Bond Paid tag, and choose Switch to.
Go to Make a Payment and check that both the membership and the bond show with the right prices.
Make a test payment, click Switch back, and open the account's Tags tab. Bond Paid should now be on.
Switch to the account again. The bond should be gone.
Common questions
Will families be charged the bond again next season? No. The tag stays until you remove it, so leave Bond Paid out of any end-of-season tag cleanup.
Can families pay the bond in installments? Yes. See How to Set Up Installments on a Product.
How do I see who has paid? On Membership > Accounts, click Filters and choose the Bond Paid tag. You can save it as a view.