Renewing a membership

To renew a membership, first search for the customer and membership package, then specify the renewal time period and fees. Take payment for the membership to complete the transaction.

 

    1. Go to Front Desk > Renew Membership.

    2. On the Customer Search for Membership Renewal page, enter criteria that you want to use to search for a customer with a membership package that you will renew.

    3. Click Search.

    4. Click the Name of the customer with the membership package that you want to renew.

    5. On the Membership List page, click the Pass number of the membership package that you want to renew.

    6. On the Renew Membership Information page, specify the Time Periods and expiration date of the membership package renewal.

    7. Click Submit.

    8. On the Membership Assignment page, select the customer that you want to associate with the membership package renewal.

    9. Click Submit.

    10. On the Membership Fees page, specify the charges, notes, and/or custom question answers required for the membership package renewal.

    11. Click Submit.

    12. If you have chosen to apply a payment plan to this membership, confirm payment plan details on the Payment Plan page.

    13. On the Pending Receipt page, click Pay.

    14. On the Receipt Payment page, select the customer who will pay for the membership package.

    15. Select a payment method in the Receipt Payment section.

    16. Click Pay & Finish.

    17. Either print the receipt or send it to the customer as an email.

Related topics

Selling a membership

Transferring a membership

 

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