Covers freezing a membership, inspecting previous membership freeze history, inspecting current membership freeze history, and terminating a freeze early.
- Starting the Freeze Process
- Inspecting Previous Membership Freeze History
- Setting the Membership Freeze Details
- Verifying a Freeze Set for a Future Date
- Terminate a Freeze Early
Starting the Freeze Process
- Click Customers > View All, then enter the member's name. This takes you to their member record.
- Click the Freeze icon in the Relate Bar:
Inspecting Previous Membership Freeze History
For your convenience, the member's previous membership freeze history (if any) is displayed:
Setting the Membership Freeze Details
Set the membership freeze details in the space provided:
- Start Date: may be today's date, or any future date.
- End Date: This is optional. If no end date is selected, membership will remain on freeze status until manually changed.
- Reason: Select from the drop-down list of choices. This field is required.
- Note: This is optional, but very helpful and useful.
Verifying a Freeze Set for a Future Date
- Click Customers > View All, then enter the member's name. This takes you to their member record.
- Click on the History tab.
- Select Status History from the drop-down list of choices:
- The status history will display the future-set freeze, highlighted in blue. In the example below, the membership will be frozen between 26-Jan-2012 and 26-Feb-2012 due to the fact that the member will be on vacation.
Terminate a Freeze Early
You may wish to terminate a freeze early for a number of reasons, such as:
- The member has returned sooner than expected.
- You initially entered the freeze with no end date.
- You inadvertently put the wrong member on freeze.
To terminate a freeze early, follow these steps:
- Click Customers > View All, then enter the member's name. This takes you to their member record.
- Click the Freeze icon in the Relate Bar:
- Click the Reactivate button near the bottom-left part of the screen:
4. You will receive a note that the membership was reactivated. Click OK.
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