The panel on the right side of a customer’s record shows their membership information.
Here, the user can see what type of membership the customer has.
If the customer has never had a membership plan, this panel gives the user the ability to add a membership for the customer.
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.
There is a label that shows if the plan is current, starting in the future, or expired.
Expired memberships will show here until a more current, active membership takes its place.
For current or expired plans, there is a renew button, so the user can easily renew the membership from the customer’s record.
The user must have Sales permission to use the renew button, as clicking it will redirect them to the sales module.
The dates and number of members associated with the plan are shown below the heading of the membership panel.