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Editing Memberships

On each client profile, you can edit various features of the membership such as the value and item credits, membership price, billing day, custom charge date, etc.

Things to know:

Memberships with multiple buckets will list all the buckets under memberships on the client's profile

To edit a client's membership: 

  1. Navigate to the Clients tab
  2. Select the client
  3. Scroll down to the Memberships section
  4. Click the Edit Membership button to edit the details 
  5. When the edit membership modal appears you will be able to edit the following:
    • Membership Price - The price for the membership. Changing the price will also change the next charge amount
    • Freeze Fee - This is a fee that is charged when the membership is frozen
    • Cancellation Fee - This is a fee that is charged when the membership is canceled
    • Billing Day - The day of the month the membership should be charged
    • Custom Charge Date - You can set a custom charge date for membership to be charged on that date. After the custom charge is triggered, the regular billing cycle will resume 
    • Purchase Location - The location where the membership was purchased
    • Auto-Renew - If this is set to YES, the membership will renew automatically after the contract period has ended.
    • Rollover Unused Benefits - This determines if unused membership dollar credits and item credits are rolled over to the next membership period or if they're lost forever.
  6. To change the quantity of credit balance available, click on the View Details link below Credit Balance             
  7. Edit the quantity and save

Once saved, the changes will be effective for that client's membership moving forward. 

 

For more information contact us at support@mytime.com or (385) 233-6964.    

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