Administrate a membership

Rens van Huijkelom

2024-10-31 13:44:18 +0100

After buying a membership a label will be added to the customer card and from there the membership can be managed. A membership can be extended, canceled, renewed, gifted and in some cases shared.

Tag

By clicking the tag you get more information about the membership. You can see when the customer became a member, when the membership expires and if it will be renewed automatically. By clicking Actions the following options appear.

Open order

The receipt of the order will be opened and from here you can send an order confirmation, open the order history, print / download the membership (if a template is available) or open the online receipt just like a regular order.

Extend

You can extend the membership manually without extra payment. The current membership gets a new expiry date, this can be put in the past or future.

Give

A customer can also give the membership to someone else, for example when the customer bought it as a present. It can be given to an existing customer or you can create a new customer card for the receiver. The order appears in the customer card of the buyer, but the label and tag will be connected to the receiver.

When the member count is put to more than one person (see Membership/donations) the membership can be shared with another customer. This can be done for an existing customer or a new customer. In this case both the buyer and the customer who the membership is shared with will receive the label. Both customers can now profit from the benefits connected to the membership. The label shows with whom the membership is shared.

Renew

When you don't use the auto renewal feature it is also possible to renew a membership manually. A new reservation will be created, which can be paid immediately or via a weblink. The membership is extended when the old membership expires and keeps the same membership number.

Cancel the auto renewal

You can cancel the auto renewal, the membership will be valid until the expiry date and will end automatically.

Delete a membership

It is also possible to delete a membership from an order. Open the order which contains the membership, select the membership and press Delete. Expire connected memberships is defaulted to yes, which will make the membership expire immediately. If the customer can still use the membership until the end, untick the box before deleting the order.