This article will guide you through extending a client's active login date.
Determining If You Should Adjust The Client's Login Date
The client's log in date can be affected by an invoice not being paid or the membership ending. This client example has been pulled up to show what you would see if there are issues on the account. After you search and select the client make sure that they are not past due or expired. If they are you may want to address these issues before extending the date for the client login access.
NOTES:
- If the client has a note about their membership ending you probably will want to sign them up for a new agreement.
- Depending on how your site is setup paying an invoice will extend the client's login access. After you take care of any past dues payments go onto the next step to verify whether login has been extended.
1. Access Client Profile
If you determine you want to manually update a clients login access you will need to click on the PROFILE button.
2. Extend Login Date
Scroll down to the field Login Active Until and either check the box for No time limit or enter in a date in the future to allow a client to login until that time. To save your changes click the button for Click To Update.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Member Management : General - Can access member options
- Member Management : General - Can edit member profiles