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Membership Enhancements

It is now possible to edit the freeze duration for memberships from the Client Record. The client will not be charged when you change the duration, and it will be limited to the maximum freeze length setting that is configured in the Settings page. Once a membership is frozen, you can edit the freeze end date but not the start date.

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We also have added new configurable membership options, which can be set from the Settings page by using the following steps:

  • Go to Business Setup > Settings

  • Scroll down to the memberships section

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The new settings are:

  • Automatically extend membership contract period when membership is frozen

    • This setting works only if the freeze period is longer than one month (30 days) and only for annual memberships that have a contract end date. It will also extend credits for the period with which membership is extended.

 

  • Back charge clients for failed payments in previous months when the payment method is updated 

    • This setting is applicable only after one month has passed from the first failed payment. It does not take into consideration manual retries of a charge made by staff from the Membership Payments report or client profile Reactivate button. It only considers automatic charges made by the system on the next charge date or custom charge date set for membership. For each month that passes, the amount to be paid is membership price x number of months that were unpaid.

 

  • Automatically terminate membership after X failed charges in a row, where X is configurable

    • This setting does not take into consideration manual retries of a charge made by staff from Membership Payments report or client profile using the Reactivate button. This is only applicable for automatic charges made by the system on the next charge date or custom charge date set for membership. For example, when a membership has 1 failed payment, (cancel should be at 3), next month will be the 2nd failed payment, even if a staff tries to reactivate the membership many times, the membership will not be canceled. If there are 1or 2 custom charge dates set and the membership payment failed on one of those custom dates, then it will be canceled since those are considered as automatic charges.

 



 

 

 

 

 

 

 

 

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