All Collections
Member Portal
Setting Up and Configuring the Member Portal
Excluding Future Reservations/Events from Member Balance
Excluding Future Reservations/Events from Member Balance

This article shows how to enable the setting to where member's balances do not show future reservations/events.

Ashley Owens avatar
Written by Ashley Owens
Updated this week

INTRODUCTION

  • Feature Summary: Hide fees from future reservations and events on a member's balance.

  • Use Cases: For organizations that book contract time, or recurring reservations, members' accounts can become cluttered with fees from future events/reservations. With this setting enabled, members' balances will only show fees from past events/lessons/reservations.

SETUP REQUIREMENTS

  1. Go to Settings > Portal Settings.

  2. Go to Setup.

At the bottom of the page, there is a Exclude Future Reservation/Events from Member Balance checkbox.

After this setting is saved, members will no longer have fees for future reservations and events on their Member Portal balance. To exclude future reservations/events from a member's balance on the Admin side:

  1. Go to a member's account.

  2. Go to the Billing tab.

Once this setting is enabled and Exclude Upcoming Reservations/Events from Balance is checked, there will be a Current Balance (unpaid past dates) instead of the Balance (all unpaid dates).

Did this answer your question?