Membership: Exclude accounts from meet financial requirements
Admin Level - Superuser
When you create a meet, in Step 5: Financial Requirements, you can restrict people from entering if they owe money beyond a certain time frame, and/or don't have a credit card or ACH account on file.
There are times, however, when you want to make exceptions to this rule. Perhaps you have families who don't have a credit or debit card, or they are on a scholarship. You can edit their account to exclude them from any of these restrictions.
- Go to Account Admin.
- Chameleon users: In the side menu click Team Admin > Account/Member Admin.
- New CMS users: In the side menu click Team Tools > Accounts.
- Search for an account and click their name (not the checkbox).
- In the Exclude from Financial Requirements section, check the boxes of the requirements from which to exclude the family.
- Click Save.
Restrict Meet entry based on financials or amounts due/owed
Disable/remove option to pay by check/mail payment
Payment Manager set up / Payment Option Settings