How to Update Charges for Running Balance Clubs

In this guide we’ll look at how you can update existing Charges associated with your Running Balance Clubs.

Access: The minimum permissions required to access Clubs can be found in the Framework module from within Config > Setup > Roles & Permissions.

Select Groups on the left.

Pathway

in the Group Type drop down select Clubs & Trips.

Select the Running Balance Club you would like to update the Charges for and click View.

Scroll down to the Additional Group Details panel.

When updating a Charge for a Running Balance Club you cannot edit the existing charge, so you will need to add a New Charge and then Deactivate the one that is no longer required.

To do this, click Add New Record.

In the fields that appear, ensure that the Active box is ticked, enter a Name and Code for the updated Charge. Use the tick boxed to indicate whether this is the Default Charge and whether it is Available for Parents and enter a Charge.

You then also have the option to add Associated Groups, selecting a Group in this section will limit the charge so it is only available to those in the selected Group. Leaving this field empty makes the Charge available to all Students to whom the Club is available.

Once you’re happy click the tick on the right hand side to save.

Now you’ve created the new Charge you can deactivate the old Charge by unticking the Active tick box to the left.

Once you’ve made all the required changes, click Save at the top of the page.

Historical Charges and account balances will remain unaffected however the new Charge will now be available to use in place of the old Charge when booking future Running Balance Club Sessions.

If sessions have already been booked with an incorrect charge, you can amend this manually by locating the booking in the Student Memberships panel. Clicking on the session will open a drop down, select the correct Charge from the drop down.