This article will guide you through factors to consider when having a member with 2 active agreements on file.
1. Sales Package Types
ClubReady recommends if a client needs to have 2 agreements on file for it to be a membership package with a service or add-on membership. We want the "main" membership agreement to drive the user's status (active/inactive) while the other packages can supplement the main membership but not affect their status.
Best Practices for Sales Package Types
Sales Package Types: Membership / Add-on / Services
2. Membership Expiration Dates
A user's Start and End Date determines their status (active/inactive). These dates are provided when they purchase a membership agreement (not a service or add-on package).
If a user has 2 active 'membership' type packages, the system may get confused as to which dates to follow.
Understanding Membership Expiration Dates
3. Managing Freezes
When freezing an active agreement for a user, it freezes the entire account. This includes any other agreements they have on file.