Articles
Sell Membership
SELL MEMBERSHIP Find or add member Add family members, if applicable Hover over “Offerings” > Click “Membership” > Choose membership type Click “Add” on selected membership Change start date if not t...
Membership Hold
PUT MEMBERSHIP ON HOLD Find member Click “Activities” Click on the row of the currently active membership Click “Recurring Billing” Click the hold check box and enter the date range Holds shou...
Membership Modifiers
ADD MODIFIER (New Membership) Follow steps to Sell Membership Select the modifier from the drop down menu on the product details screen before the membership is added to the cart ADD MODIFIER (Existing Membership) Find member C...
Household Membership Composition
CHANGE WHO IS PART OF A HOUSEHOLD MEMBERSHIP Find member Click “Activities” Click on the row of the currently active membership Click “Details” Check and/or uncheck individuals as needed Click...
Membership Type Change
REPLACE MEMBERSHIP Find member Hover over “Offerings” > Click “Membership” Click “Add” on the new membership type Choose start date of new membership Choose “Replace Immediately”...
Cancel Membership
CANCEL MEMBERSHIP Find member Click “Activities” Click on the row of the activity being cancelled Click “Cancel” link Choose cancellation reason from drop down list Change cancellation date, if needed Ch...