General Tab
- Name - Name of the schedule
- Dues Cycle - Parent dues cycle
- Member Type - Member type tied to the schedule
- Late Fee - A lookup to an existing product or where a new product can be created
- Reinstatement Fee - A lookup to an existing product or where a new product can be created
- Order Source - A lookup field an existing Order Source or where a new one can be created
Duration Tab
- Duration Type - This can either be dated or termed. Dated indicates that the expiration is fixed (e.g. December 31st of each year). Termed indicates that the expiration date will be set X years/months/weeks/days from the current expiration date of the membership
- Begin Date - The date the schedule will begin (if Duration Type is Dated)
- End Date - The date the schedule will end (if Duration Type is Dated)
- Term/Term Units - The combination of these fields determines the variable expiration date. If you want the membership to be 12 months, you would enter 12 for term and select Months for term unit. Note that the options for term unit are Years, Months, Weeks and Days (If the duration type is termed)
When you create a new schedule, you will be prompted to update the duration set on the parent dues cycle. In most cases, you should click the OK button and the duration will be filled with the duration from the cycle.