This article will guide you through editing a member's status in ClubReady, including their Member Since Date, Membership Expiration Date, and Internal Prospect Type. In a membership club, a member remains active until they reach their expiration date, which is driven by their membership agreement.
Content:
Before You Begin
Make sure you have the following before getting started:
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Permissions required:
- Member Management: General - Can Access Client Options
- Member Management: General - Can Change Customer Status
How to Edit a Membership Status
1. Access the Client's All Detail Page: Search for and select the desired member. From the Client Summary page, click the All Detail icon.
2. Open Membership Status: Click the edit pencil next to the current Status field. Alternatively, navigate to General > Edit Membership Status.
3. Update the Membership Status Fields: The following fields are available to adjust:
- Member Since Date — The date the member originally purchased their membership. This can be updated if needed.
- Membership Expiration Date — The date the member's access is set to expire, based on their membership package. Adjusting this date changes the member's access to the club. This is useful in situations such as providing a complimentary month to a paid in full member.
- Internal Prospect Type / Convert Back to Prospect — If the member is active, this field can be used to assign them an internal prospect type. If the member's expiration date has been set to a past date, this field can be used to reclassify them as a prospect type of your choosing.
- Add A Note — Optionally enter a note to document the reason for any adjustments made to the membership status.
4. Save Your Changes: Once all updates have been made, click Update Status to save.
Frequently Asked Questions
Q: How do I convert an active member back to a prospect?
A: First, update the member's expiration date to a date in the past and click Update Status. The member will then show as inactive. Once inactive, return to the Edit Membership Status screen and remove the Member Since Date and Expiration Date. You will then be required to select a prospect type to reclassify them.
Q: Is there a way to see who changed or edited a membership status?
A: Yes. Whenever a membership status is updated, the change is automatically logged in the client's profile under Member Notes. Navigate to Member > General > Member Notes to view the date and time of the change, the staff member who made it, and a description of the dates that were adjusted.
Q: Can I use the Membership Expiration Date to give a member complimentary access?
A: Yes. Adjusting the Membership Expiration Date to a future date can be used to extend a member's access, such as providing a free month to a paid in full member. Be sure to add a note documenting the reason for the adjustment for internal reference.