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Plan Information
The panel on the right side of a customer’s record shows their membership information.
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Here, the user can see what type of membership the customer has.
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If the customer has never had a membership plan, this panel gives the user the ability to add a membership for the customer.
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The user must have Sales permission to add a membership plan, as clicking the “+” button will redirect them to the sales module. |
The membership panel also shows whether the plan is an individual or a multi-member plan.
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There is a label that shows if the plan is current, starting in the future, or expired.
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Expired memberships will show here until a more current, active membership takes its place. |
For current or expired plans, there is a renew change membership button, so the user can easily cancel or renew the membership from the customer’s recordmembership or change to a different membership plan entirely.
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The user must have Sales permission to use the renew button, as clicking it will redirect them to the sales module. |
The start and end dates and number of members associated with the plan are shown below the heading of the membership panel.
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The other family members associated with the plan are listed below.
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Note: Users can click one of these members to jump to their customer record.
Adding Plan Members
If the customer is on a multi-member plan then under the list of family members there will be a modify button. This is how users can add and remove family members from the plan.
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When “Modify” is clicked, the user sees a Plan Members Dialog, where the changes are made.
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The primary member is shown at the top, and cannot be removed. |
Members can be added using the “+” button.
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Members can be removed from the plan by clicking the “x” to the right of the member’s name.
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When a member is removed, the user will see a removal confirmation.
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If changes have been made to the Plan Members dialog and the user clicks cancel, they will see a confirmation that they want to cancel their changes.
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