Plan Information
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 change membership button, so the user can easily cancel or renew the membership or change to a different membership plan entirely.
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.
The other family members associated with the plan are listed below.
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.
When “Modify” is clicked, the user sees a Plan Members Dialog, where the changes are made.
The primary member is shown at the top, and cannot be removed.
Members can be added using the “+” button.
Members can be removed from the plan by clicking the “x” to the right of the member’s name.
When a member is removed, the user will see a removal confirmation.
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.
