Membership

SELL MEMBERSHIP Find or add member Add family members, if applicable Hover over “Offerings” > Click “Membership” > Choose membership type Click “Add” on selected membership Change start date if not today Select modifier if applicable Selec...

PUT MEMBERSHIP ON HOLD Find member Click “Activities”  Click on the row of the currently active membership  Click “Recurring Billing”  Click the hold check box and enter the date range  Holds should begin on the member’s bill date (1st, 15t...

ADD MODIFIER (New Membership) Follow steps to  Sell Membership Select the modifier from the drop down menu on the product details screen before the membership is added to the cart ADD MODIFIER (Existing Membership) Find member Click ...

CHANGE WHO IS PART OF A HOUSEHOLD MEMBERSHIP Find member Click “Activities”  Click on the row of the currently active membership  Click “Details”  Check and/or uncheck individuals as needed  Click “Save” Note: If the number of members inc...

REPLACE MEMBERSHIP Find member Hover over “Offerings” > Click “Membership”  Click “Add” on the new membership type  Choose start date of new membership Choose “Replace Immediately” for membership upgrades. The member will owe a prorated amou...

CANCEL MEMBERSHIP Find member Click “Activities”  Click on the row of the activity being cancelled  Click “Cancel” link Choose cancellation reason from drop down list Change cancellation date, if needed Change cancellation date to last day...