> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/membership-setup-overview/setup-service-fee.md).

# How to Set Up a Service Fee

### Before you begin (Prerequisites)

* **Permissions**: You must be an **Administrator**, **Supervisor**, **Manager**, **Support**, or **Account Rep**. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md).
* **Membership Program**: The program must already exist. See: [How to Create a Membership Program](/products/control-panel-overview/membership-setup-overview/create-membership-program.md).
* **Tax Groups**: A tax group for service fees should be configured. See: [How to Configure Tax Groups](/products/control-panel-overview/admin-overview/configure-tax-groups.md).
* **Fee Amount**: Know the service fee amount or percentage your organization charges for credit card processing.

### Instructions

1. Navigate to [**MEMBERS > Manage Membership Programs**](https://control.peoplevine.com/admin_membership_list.aspx).

> **Note (Pro Dash):** Navigate to **REWARD > Manage Membership Programs**.

2. Click **Edit** next to the program you want to add a service fee to.
3. In the **Billing for this Membership** section, locate the **Service Fee** field.
4. Enter the service fee as a **percentage** (e.g., enter `3` for a 3% surcharge).
5. In the **Taxes** section, assign a **Tax Group** to the Fees billing line item if the surcharge is taxable in your jurisdiction.
6. Click **UPDATE MEMBERSHIP**.

### How service fees work

| Aspect                 | Detail                                                                                                                                                        |
| ---------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Applies to**         | Credit card transactions only                                                                                                                                 |
| **ACH / Direct Debit** | Service fee is not applied                                                                                                                                    |
| **Invoice display**    | Does not appear on Dues invoices unless the member's payment method is credit card. Fee is applied only when CC is used to collect payment on a dues invoice. |
| **Billing schedule**   | Charged alongside each recurring dues payment                                                                                                                 |

> **Note**: Peoplevine only offers a credit card fee for charges run through the membership billing engine — this includes the initiation fee and recurring dues. Peoplevine does not currently have the feature set to apply a **global** credit card fee across all other club spend, such as F\&B, event tickets, or spa services.

> **Note**: The service fee currently applies only to credit card transactions. Members who pay via ACH or direct debit (e.g., GoCardless) are not charged the service fee. This makes the fee useful for offsetting credit card processing costs while incentivizing lower-cost payment methods.

> **Note**: The **Assign a Service Fee** dropdown (separate from the percentage field) lets you link a service from your service catalog. The percentage field in the Billing section is the most common setup.

### What Happens Next

* **On the system side**: All future credit card charges for members enrolled in this program include the service fee as a separate line item. Existing members on credit card billing will see the fee on their next billing cycle.
* **Note**: Do not update the **Assign a Service Fee** dropdown (the service catalog link) unless you are adopting a brand-new service setup with new pricing or billing frequency. For a standard service fee percentage change, update the percentage field in the Billing section only. The associated service will update automatically based on the membership program settings.
* **Next step**: Review the full billing configuration for the program. See: [How to Adjust Billing for a Membership Program](/products/control-panel-overview/membership-setup-overview/configure-program-billing.md).

*Last updated: 2026-05-24*


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