SOP: Pausing a Membership
Objective:
To pause a membership for a member in the system with or without interrupting billing processes.
Key Steps:
Log in to the members area and navigate to the memberships section.
Select the athlete's profile that needs the membership paused.
Choose between pausing the membership with a set end date or pausing it indefinitely without changing the billing date.
If setting a specific end date, select the date for the pause to end.
Determine if the member should have access during the pause period.
Decide if invoices should resume automatically when the member returns.
Consider any specific terms in the member agreement that may affect the pause options.
If needed, grant access to public tracks during the pause period.
Adjust the pause settings based on the member's situation and contract terms.
To remove the pause and resume normal billing, simply click the button to remove the scheduled pause.
Cautionary Notes:
Ensure clear communication with the member regarding the pause terms.
Double-check the pause settings to avoid any billing or access issues.
Review the member agreement for any specific guidelines related to pausing memberships.
Tips for Efficiency:
Keep track of member communication regarding the pause request.
Set reminders for when paused memberships need to be resumed.
Regularly review paused memberships to ensure they are accurately managed.
Document any special cases or exceptions related to pausing memberships for future reference.
SOP: Membership Cancellation Process
Objective:
To effectively cancel a membership for a member in the system while ensuring clarity and accuracy in the process.
Key Steps:
Access the member's profile in the system.
Determine the member's request regarding the cancellation:
If the member will no longer need access to the app, proceed with canceling the membership immediately.
If the member still wants access to the app until a specific date, choose the appropriate button to schedule the cancellation for that date.
If there is a need to clear the scheduled cancellation, click the cancellation button again.
If the member decides to continue the membership, simply reverse the cancellation process by selecting the appropriate option.
Cautionary Notes:
Cancelling the membership will remove all access and data associated with the member's profile.
Restarting a membership after cancellation will require setting up a new membership from scratch.
Tips for Efficiency:
Communicate clearly with the member to understand their specific needs regarding the cancellation.
Double-check the selected option before confirming the cancellation to avoid errors.
Keep track of any scheduled cancellations to ensure timely updates based on the member's decisions.