Membership: Exclude accounts from meet financial requirements

SwimOffice Admin - Super User

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.
Meet setup step 5

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.

  1. In the side menu click Team Admin > Accounts/Member Admin.
  2. Search for an account and click their name (not the checkbox).
  3. In the Exclude from Financial Requirements section, check the boxes of the requirements from which to exclude the family.
    Financial restrictions exclusions in Account
  4. Click Save.
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See Also
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

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