Products are everything your families can buy: dues, fees, guest passes, donations, and more. Each product has a Fee Type, one pricing section (how it's priced), and optional rules (who sees it and what happens after payment). You'll find them all at Finances > Products.
💡 New to products? Start with Start Here: Fee Types, then set up a test product before going live. And remember: use only one pricing section per product, or families will see surprise amounts at checkout.
Pick a pricing section
Flat rate
Every account pays the same amount, however many people are on it. Good for household dues, initiation and bond fees, and late fees. Example: set Price to 500 and every household pays $500. Creating a Product with Flat Rate Pricing
Per member
Charges for each person being paid for. Turn on Enable per member pricing. Use it for membership fees only. Example: $150 per person, so a family of 4 pays $600. Per Member Pricing
Age or member type
Charges each person based on their age range or member type (like Adult or Child). Turn on Enable Age / Member Type Pricing. Example: $200 adults, $100 teens, $50 kids, free under 5. Age & Member Type Pricing
Guest passes
Uses Flat Rate Pricing for the pack price plus Number of Passes Per Book under Guest Pass Options. Turn on Show Quantity Option? to let families buy more than one pack. Example: 10 passes for $50. How to Build a Guest Pass Credit Product
Families choose the amount
Turn on User Defined Price for donations and optional contributions. There's no minimum, so never use it for required fees. Donation Product (User Defined Pricing)
House guests
Adds a nanny, au pair, or relative to an account for the season, then removes them when the pass ends. Choose a Price Model of Flat Rate or Date Based. House Guest Product
Account balances and credits
Charges or credits an amount stored on each account. These are usually set up during onboarding, so contact support if you need one. Build an Account Balance or Credit Product
Want families to pay over time? Membership, initiation, and equity products can offer installments. See How to Set Up Installments on a Product.
Choose who sees a product
Open the product and scroll to Show / Hide / Require Rules.
Turn on Apply Rules and pick a Rule Action: Show, Require, Disable, or Hide.
Click Add Rule and choose a type: Account Type, Account Tag, Account Payment Status, Account Prior Year Payment Status, or Selected Product.
To use more than one rule, link them with Next Rule Relationship. See And / Or conditions.
A rule with nothing picked is ignored, and the Products list shows a red Issues badge until you fix it.
Update the account after payment
Turn on Apply Post Payment Action to change the Account Type or add, remove, or replace an Account Tag once a family pays. Example: when an Applicant pays the initiation fee, they become a Full Member. Post Payment Actions
Write the description and notes
The main description is what families see when they pay, and it shows after the product name on invoices. Keep it plain, like "Annual Membership: full access for your whole household through December 31."
The Notes field under Internal Notes is for your admins only. Use it for reminders like "Raise price 3% each January."
