Creating a Fee

A fee is a charge that’s added automatically at checkout when a client buys a matching membership, such as an annual maintenance fee.

Go to Products & Services > Subscriptions & Packages, then click the yellow + button at the top of the page.

Step 1: Name It and Choose Fee

Enter a name in Package name, such as “Annual Maintenance Fee”. Under Choose type, select Fee.

Step 2: Choose How Often It’s Charged

Under How often should this fee be charged?, select one:

1. Annual: Charged at signup and again every year on the renewal date.
2. One-time: Charged once at signup. It stays on the client's profile while they have a matching membership and is removed if that membership is cancelled.

Step 3: Choose When Each Renewal Falls

For an annual fee, under This fee renews yearly. When should each renewal fall?, select one:

1. Anniversary: Renews one year from the date the fee starts.
2. Fixed date: Renews on the same day every year. The first charge runs from purchase to that day.
   1. Choose a Month and a Day.
   2. Turn on Pro-rate the first charge to charge the first payment based on the days remaining until the next renewal date.

Step 4: Choose Which Memberships Trigger the Fee

Under Which memberships should trigger this maintenance fee?, select one:

1. All Memberships: Every membership a client buys triggers the fee.
2. Recurring: [CHECK] Confirm this means subscriptions only.
3. Packs: [CHECK] Confirm this means packages only.
4. Specific: Search for and select the packages that trigger the fee. Use Search packages to add..., and remove one with the x on its tag.
5. None: [CHECK] Confirm this means the fee isn’t added to any membership automatically.

The fee is added to the cart automatically when a client buys a matching membership.

Step 5: Add the Headline, Price and Description

1. Headline (optional): Short text shown in large type to clients. Up to 40 characters.
2. Price in USD ($): Enter the fee amount.
3. Description: Explain what the fee covers.

Step 6: Add a Thumbnail (Optional)

Open Add a picture and click Upload Thumbnail.

Step 7: Review the Settings Panel

The right-hand panel has the same switches as packages and subscriptions, including Visible to clients, Allow client to cancel online and Add an introductory offer. See Step 9: Review the Settings Panel above for what each one does.

Step 8: Publish and Save

1. Turn Publish on to make the fee active, or off to save it as unpublished.
2. Click Save.

Need Help? Contact our support team at support@recess.tv if you have questions about creating or managing contracts.