How to Renew a Membership Plan
- Teresa Ledee (Deactivated)
- Jason Reel (Deactivated)
To renew a customer’s membership, just click the change membership button in the membership panel of the desired customer’s record.
After clicking the change membership button, the user will see the membership changes dialog.
The current member(s) will be listed on the right side of the dialog.
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.
To renew the membership, users can click “Renew Plan” at the bottom of the dialog.
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.
The start date of the new membership term can also be changed.
Members can be added or removed if needed.
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.
The membership price and quantity are shown in the bottom right and can be overridden with appropriate permissions.
Once all preferences have been chosen, the user can click “Add to Cart” to move forward with the sale.
The user must have sales permissions, as they will be redirected to the sales module.
Once the membership is added to the cart, it can be clicked if the user needs to make any edits.
When ready, the user can complete the renewal just like any other sale.