Editing Memberships on Client Profiles

Within each client profile, you can adjust several membership details, including the value and item credits, membership price, billing day, custom charge date, and more. This guide will walk you through the steps to edit memberships in a client's profile.

Things to know:

• Membership item and value credits can be edited directly from the membership section on the client's profile
• When changes are made to a membership, they take effect after the next successful charge
• You can configure a custom expiration date for membership value or item credits, but this feature requires a hidden setting that must be enabled by the MyTime team. To activate this setting, please contact our Support Team at support@mytime.com. Note that this setting must be enabled on both the parent and child accounts
• Custom expiration dates for global membership value and item credits set at the parent level are visible on child accounts but cannot be edited; these can only be configured at the parent level.
• A custom expiration date can be set for membership value and item credits either on the membership template or within the client's profile. However, enabling a custom expiration date will disable the rollover option for membership credits. Conversely, memberships with the rollover credit option enabled will not display a hyperlink to customize a custom expiration date

• After updating the purchase location on a client’s membership, any future recurring charges will appear in the Membership Payment report under the new (current) location.

Contents:

• Editing Client's Membership
• Editing Item Credits
• Editing Value Credits

Editing Client's Membership 

To edit a client's membership:

1. Navigate to the Clients tab
2. Select the desired 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:
   • Name - The name of the membership. The 'Change' hyperlink will only be displayed if the upgrade/downgrade feature is enabled. Learn more here
   • 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. Learn more here
   • Cancellation Fee - This is a fee that is charged when the membership is canceled. Learn more here
   • Billing Day - The day of the month the membership should be charged. For memberships with weekly or bi-weekly payments, this field will allow you to select the day of the week 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. However, the auto-renew field is only shown for termed memberships
   • 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.
   • Price protection on scheduled updates - This prevents a scheduled membership price update from changing any custom membership price you've set for this existing member                                       
6. Save

Editing Item Credits 

To edit the expiration date or the quantity of the item credit balance from client profiles:

1. Click on the "View Details" hyperlink below the item credit balance
2. Click the "Expires On" date hyperlink 
3. Click on the calendar icon that appears   
4. Select the desired expiration date from the calendar                                                                                                                                                                                                                                                                                                                        
5. You can update the item credit quantity by entering the desired amount directly or using the arrows to adjust the displayed value
6. Click "Save" 

Editing Value Credits 

To edit the expiration date or quantity of the value credits from client profiles

1. Click on the "View Details" hyperlink below the value credit balance
2. Click the "Expires On" date hyperlink                                                                                                                  
3. Click on the calendar icon                                                                                                                                    
4. Select the desired expiration date from the calendar                                                                                                                                                                       
5. Click on the displayed value credit amount and enter the desired amount for the client’s value credit                                                                                                                                                                                                         
6. Click "Save"
   

Once saved, the changes will be effective for that client after the next successful charge.

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