Billing Management allows you to create different settings for your billing system by location and by staff.
To access Billing Settings:
Go to the left menu and click Membership Billing, then go to Settings.
2. In Settings, you will find the Billing Management by Location. There are 6 options that you are able to turn on or off.
Enforce billing for session registration
When this option is on, users will require an active membership and no past due payments to be eligible for booking sessionsSend reservation notification
When this option is on, users will receive an email and sms every time they book a session or cancel a sessionSend email for new memberships
When this option is on, users will receive an email every time they enroll in a membership. It is important that this is turned on for those who are adding new members. For those migrating, you may opt to turn this off to start and turn it on after migration takes place.Enforce Booking Policy
When this option is on, booking policies will be enforced.
Send an email for recurring payments
When this option is on, clients will be notified via email each time a recurring payment is made. This option will allow you to control the email receipts generated by the reconciliation process.
Collect Full Customer Balance
When this option is turned on, scheduled payments will also collect any past-due balance in addition to the current invoices.
All you need to do is turn the toggle on or off depending on your preferences. When the toggle is greyed out and switched to the left, the setting is disabled.
Important Note:
It is crucial to understand that if the Enforce billing for session registration Setting gets turned off, the following actions will happen:
Any contact with access to the booking app will have the ability to schedule sessions.
This applies regardless of subscription and balance status.
Session credits will not be accounted for.
Session rules will not be properly enforced.
