Notes about Membership Feature
Membership dues do not show up under future invoices. Membership dues are separate from payment plans.
Enrollsy sends a renewal reminder email to the member 7 days before a membership comes due for renewal.
Once you create Memberships and the Members start flowing in, you'll need to know how to manage those Memberships and Members. This article shows you how to manage Members, as well as how Membership renewal works.
Membership Lists
At the top of each membership list you'll see a toggle labeled Inactive. This toggle separates active members from inactive members.
When a membership renewal payment fails, Enrollsy will automatically move members to the Inactive list with Auto-renew set to off.
Renewal Notifications
Seven days before a membership comes due for renewal, Enrollsy sends a renewal reminder email to the member. Admins with failed payment notifications enabled will also receive an email notification of the failed payment and membership cancellation.
Membership Management
You can access the Admin tools for managing memberships and renewals by clicking the three dots beside any Member. Here you can do the following:
Turn off auto-renew (turns off automatic renewal)
Change renews date (the renews date is the date you want the membership active until. For example, for someone with an "active until" date of June 4, 2025, the next quarterly date would be "Sept 4, 2025.")
Move to another Membership
Delete
Auto-Renews Date for Inactive Members
The Auto-renew status will be an important aspect to understand when managing members.
Using the above screenshot as an example, this person became a member on Aug 5, 2021 and was made inactive at some point. In this scenario, if Auto-renew is turned on (as it is in the screenshot), Enrollsy will still attempt to collect for the membership renewal that should have happened on Aug 4, 2022, Aug. 4, 2023, and Aug 4, 2024.
So, unless that is desirable (as in if the member has been receiving membership benefits the entire time), you will want to select Change renews date from the action menu and set it to the correct date before turning Auto-renew on.
Inactive Members Who Change Memberships
One caveat to memberships expiring is if the member enrolls in a different membership than the one they were previously enrolled in, the inactive account name will no longer be visible. Unfortunately, there is no way for us to find who this membership belonged to or if they have an active membership.
If the member enrolls in the same membership, the member's name will be viewable under the Inactive switch.
