Skip to main content

Members - Membership Tab

Manage a Player's Membership Plan

Ashley Owens avatar
Written by Ashley Owens
Updated over 2 months ago

INTRODUCTION

Feature Summary: Manage a member's billing details and membership information.

Use Cases: System users can change, update, or cancel a player's membership and also record a membership fee payment on this page.


PREREQUISITES

The Membership tab is one part of a member profile. Click here to learn how to add a member.


SETUP REQUIREMENTS

Open a member profile (MEMBERS > SEARCH) and click the Membership tab. The page has three sections: Billing Details, Member Details, and Billing Cycle.


Billing Details

System users can add or update membership details.

  • Edit Membership Price- Click the pencil icon to update the membership price for this member.

  • Next Billing Date - Displays the member's next scheduled billing date. Click the pencil icon to adjust the date and review the corresponding membership plan price.

  • Ending On - If the assigned membership type has a fixed end date, it will be displayed here. The End Date is a fixed, hard end date that determines when the membership will end. For most memberships, this is blank, allowing memberships to continue indefinitely based on billing or renewal settings. For more details on how membership end dates work, see the article here.

  • Change / Pre-Purchase Membership - Click this button to update the member's membership type. Click the field and select an option on the drop-down menu.

  • Suspend Membership - Temporarily pause (but not cancel) a membership. To re-start a membership, open the profile page and click the Reactivate Membership button.

  • Cancel Membership - Click this button to remove a member's access to club facilities and portal privileges.


Member Details

This section shows the name of the membership plan associated with the member/player. It highlights the plan's key settings and has a link (View All Details) to the membership type page.


Billing Cycles

This section shows the member's billing cycle history. The table shows the start and end date of each cycle.

Click the Billing tab to get payment information for this member.


VIDEO TRAINING & RELATED WEBINARS

Watch a video and learn about suspending members.


What’s next?

Did this answer your question?