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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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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. |
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Note: Users can click one of these members to jump to their customer record.
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Adding Plan Members
If the customer is on a multi-member plan then under the list of family members , there is will be a modify button. This is how users can add and remove family members from the plan.
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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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