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The current member(s) will be listed on the right side of the dialog.
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The user can also see all of the information for the customer’s current plan, including the name, term, price, start and end dates, active status, and description.
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To renew the membership, users can click “Renew Plan” at the bottom of the dialog.
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| Note |
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This will only renew the membership the customer currently has, if they would like to change to a new plan, they will have to use the Change Plan button, See How to Change to a Different Membership Plan for more information. |
From here, the user can adjust the membership type (annual, monthly, autopay) if needed.
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The start date of the new membership term can also be changed.
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Members can be added or removed if needed.
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Some memberships may have a grace period set up. If so, the membership can be renewed after it has expired, with no registration fee. This information is shown in the bottom left of the dialog. If the registration fee has not been waved, the price will show and can be overridden with appropriate permissions.
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Once all preferences have been chosen, the user can click “Renew Plan” “Add to Cart” to move forward with the sale.
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When ready, the user can complete the renewal just like any other sale.
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