5.8 Price List

All clubs must have a fee price list in Surfguard for their members to Renew or Join online. A member will not be able to Join or Renew if no prices are entered.

Key Points to Remember
• Initially the prices list will only be available at a club level.
• The age restrictions for each SLSA sub-membership category are used when calculating joining fees that will display to new members joining via https://join.sls.com.au.

Enforced Credit Card Payment
The setup of the Price List in Surfguard is that all members joining, or renewing must make a payment by credit card at the time they submit their online membership application.

Clubs do have the ability to turn off the enforced credit card payment.
Menu > Maintenance > Payment Methods.

If clubs do turn off ‘Enforce Credit Card Payments’, then they need to make sure they have their bank account details in Surfguard and have ticked the box for them to be displayed.
Menu > Organisational Management > Bank Account Details >
Edit, make sure Allow Direct Deposits is ticked.

The new Price List page can be accessed in Surfguard by Menu > Organisation Management > Price List.
The default display shows all club sub-membership categories in alphabetical order and an additional category called Other.
For each of these categories there are 4 headings
1. Transaction Type – prices for all SLSA default Transaction Types can be selected
2. Price – Will display the amount for the specific item eg $60.00
3. Status – Once prices are created the status will display either Enabled or Disabled
4. Action – the default is Add Item, once prices are added options will include Update & Delete

Creating the Price List
Clubs have a couple of options when creating their price list
• Option 1 – Add prices to specific sub-membership categories used by your club
• Option 2 – Create a simple price list using Other
• Option 3 – Use a combination of both

Using Option 1– Using Sub-Membership Categories Used by your Club
1. Click Add Item and a new screen will display, compulsory fields are indicated by *
A. Header: – indicates the sub-membership category price is added to
B. Price Item Name: the name of each price item must be unique in each category. ie you can have a price item called Gym in multiple categories, but you can’t have two price items called Gym in the same category.
C. Transaction Type: select from the drop-down. Fees that hold the Transaction Type ‘Membership Fee’ will be displayed in the Members Area. Fees with the transaction Type ‘Joining Fee’ will be displayed in the Join system.
D. Price ($): There is no need to add the dollar sign it will display as a default. For whole dollar amounts you only need to type the amount eg. If the membership fee is $55.00 you only need to type 55
E. Description: (Optional) Any description entered will show as a ? pop-up when you display the price list.
This is how member will be able to read more information about the item.
F. Status: the default option is Enabled, and the second option is Disabled. You may choose to use this if you have a fee for a certain period, eg Early Bird Payment. You can then disable it once the Early Bird has finished.
G. Click Add or Cancel: Click Add to save the price item and Cancel to delete the item.
Once you click Add a confirmation screen will confirm that the pricing item is successfully added.

Sample Price Lists
In the price list below: -
• Several items have been added to the Active (15-18 yrs) sub-membership category.
• All entries are sorted alphabetically by Transaction Type and then by Price List Item Name
• A description has been added to the Hi-Vis Vest item as indicated by the ? Hover over the question mark icon to view the description.
• The “Late Membership Renewal Fee 2021-22 Season” is currently Disabled.

Using Option 2 – Create a Simple Price List Using Other
For very simple price lists and for club’s price lists that include Family Groups you can use the ‘Other’ category
1 Scroll down to the bottom of the Price List categories to Other and Click Add Item
2 If you select a Transaction Type of Membership Fee or Joining Fee from the drop-down then an additional field will display called ‘Related to Family Group’.
3 Tick the box if the Price Item does relate to a family group and leave blank if it doesn’t

Using Option 3 – Use a combination of both sub-membership categories & Other

Email Notifications & Viewing Orders

New Member/s Joining Email Notification
Once a new member application is submitted via Join an email is sent to the email address in Organisational Details in Surfguard including the details of the order.

Payment Gateway Email Notifications
Club officers who have been added to the email notifications for payments made by the Payment Gateway will continue to receive payment notification emails.

Viewing Orders via Reports in Members Area
Orders can be viewed in the Members Area > Reports > Orders