Surcharges allow clubs to add an additional percentage-based fee to registration purchases, such as sales tax or processing-related fees. Surcharges are controlled at the club level, so your organization can choose whether to use them based on your financial needs.
This article covers:
What surcharges are and where they can be applied
How to set them up (admin steps)
What families see during checkout
Overview and key features
When surcharges are enabled, admins can manage them centrally and apply them in a few different ways depending on how your club runs programming.
Key features include:
Club-level option to enable or disable surcharges
Centralized surcharge management for easy configuration
Surcharge rules that can be tailored by club and accounting class
Program-level surcharge selection
Ability to apply or exclude surcharges on individual checkout options
Itemized surcharge breakdowns at checkout and on confirmation pages
Clear, transparent display of fees for families throughout the process
Admin setup
Step 1: Enable surcharges at the club level
Reach out to your Client Success Manager to enable surcharges for your club.
Step 2: Access surcharge management
Navigate to Club > Settings > Surcharges.
In the Surcharge management panel, create and edit surcharge rules.
Define the Surcharge Name and Rate (for example, “Sales Tax” at 5%).
Step 3: Configure surcharge requirements
If applicable, configure surcharges based on how your club tracks revenue.
Accounting classes (optional, if used)
Set surcharge rules per accounting class as needed under:
Club > Settings > Accounting Classes
Program-level surcharge selection
Apply a surcharge to a specific program under:
Program > Basic Info > Surcharge
This is useful when only certain programs require surcharges.
Checkout option configuration (optional)
When setting up Checkout Options, you can choose whether surcharges apply to each option under:
Programs > Checkout Options
This allows you to include or exclude surcharges from specific add-ons.
Step 4: Review and test
Preview a registration checkout flow to confirm surcharges are applying as expected.
If adjustments are needed, return to:
Club > Settings > Surcharges
Update the surcharge rules in the management panel.
Customer experience
When a family checks out:
The checkout page displays an itemized surcharge line item and updates totals in real time.
The registration confirmation page also displays the applied surcharge(s), so families can clearly see the final breakdown.
This ensures transparency and reduces surprises during payment.
Best practices and tips
Use clear names
Name surcharges in a way that makes sense to families (for example, “Sales Tax” or “Local Tax Fee”).
Test common scenarios
If you have different program types, accounting classes, checkout options, or payment plans, run a few test registrations to confirm the totals are correct.
Communicate changes up front
If you are introducing surcharges for the first time, notify families in advance so they know what to expect at checkout.
FAQs
Can I apply surcharges to only certain programs?
Yes. You can apply a surcharge to a specific program under Program > Basic Info > Surcharge. This is useful when only certain programs require surcharges.
Can surcharges be excluded from specific add-ons?
Yes. When setting up Checkout Options under Programs > Checkout Options, you can choose whether surcharges apply to each option.
Where do I manage surcharge rules?
You can create and edit surcharge rules under Club > Settings > Surcharges in the Surcharge management panel.
What do families see when surcharges are applied?
Families see an itemized surcharge line item on the checkout page, and the registration confirmation page also displays the applied surcharge(s) with the final breakdown.