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Freezing and Unfreezing Memberships

Enabling customers to temporarily freeze their memberships is an excellent strategy to retain them as members, especially when they need to suspend payments for a short period rather than canceling their membership outright. In this article, we will walk through the process of freezing and unfreezing memberships. 

Things to know:

  • The capability to freeze memberships is governed by the "Allow freezing memberships" setting.

  • You can modify the freeze duration for memberships directly from the client record. Changing the duration incurs no charges for the client and is restricted to the maximum freeze length setting configured on the Business Setup > Settings page.
  • If a freeze fee is configured, it will be automatically charged every month on the membership billing date for memberships set up with monthly payments during the freeze period. However, for memberships with upfront payments, no freeze fee will be incurred during the freeze period
  • Once a membership is frozen, it will automatically reactivate once the freeze period comes to an end
  • You can choose to permit customers to accumulate benefits even while their membership is on freeze. Learn more here.

Contents:

Enable Membership Freeze Setting

To activate the freeze setting, follow these steps:

  1. Navigate to Business Setup > Settings
  2. Locate the Membership section
  3. Toggle the "Allow freezing memberships?" setting to YES freeze.png
  4. Enter your preferred value in the "Maximum freeze length per year" field, where the value should be x months                                                  freeze.png
  5. Save

Freeze Membership

To freeze a membership:

  1. Open the profile of the desired client
  2. Scroll down to the "Memberships" section
  3. Expand the arrow on the right next to the membership status
  4. Select the "Freeze" link free.png
  5. Choose the freeze period, specifying the start and end dates free.png
  6. Confirm the action                                  free.png
  7. The status will be updated to "Frozen"    free.png

Edit Freeze Period

To modify the freeze period on a client's profile:

  1. Select the "Edit" link                      free.png
  2. Adjust the freeze end date                          free.png
  3. Click on the "Freeze Membership" button
  4. The freeze period will be updated

Unfreeze Membership

To unfreeze membership:

  1. Select the Unfreeze link  free.png
  2. Confirm that you want to unfreeze the membership and charge for the current month  free 1.png

 

 

 

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