F115: Membership Conversions-Upgrading or Downgrading a membership

April Fisk -

Covers how to upgrade a single membership to a joint membership or joint membership to a family, re-signing a terminated member, and downgrading memberships.

Upgrade a Single Membership to a Joint or a Joint Membership to a Family

  1. Select "Convert Membership" under the member relate bar.

  1. Enter the Membership Agreement Details and Select Joint or Family under the "Plan drop down menu.


        
Follow the steps to add additional members and process payment information. Follow the same steps to convert a Joint membership to a Family membership.

Re-Signing a Terminated Member

  1. Begin this process by going to the Customers tab --> Sign up --> Re-Sign Terminated Member
  2. Select "Re-sign Terminated Member"

  1. Select a terminated member and "Assign New Membership".

  1. Follow the steps to create a new membership contract as demonstrated previously in F102 or F104.

Downgrading Memberships

  1. To terminate a secondary member on a Family membership you will go to the member's record and select "cancel" on the member relate bar.

  1. You will then be prompted to either terminate the entire membership or terminate a selected member, you will want to terminate the selected member.

 

Once the member is terminated you will need to follow the instructions of converting a membership to single or joint as previously instructed.

  1. If you are terminating the primary member you will go to the primary member's record and select "Re-split" and select the new primary member.

  1. Proceed to change the applicable dues amount.

  1. Select the new primary member and proceed to terminate that member as previously instructed.

To terminate a secondary member on a Family membership you will go to the member’s record and select “cancel” on the member relate bar.

You will then are prompted to terminate the entire membership or terminate a selected member, proceed to terminate the selected member as previously instructed.

Once the member is terminated you will need to follow the instructions of converting a membership to single or joint as previously instructed.

Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk