This article will guide you through the two ways to change a customer or member's membership type. Ensure you have done it accurately with the suggested viewing membership type options.
Contents:
Option One: Automatically Through a Sales Package
Option Two: Manually Through Member Profile
Viewing Membership Type
Option One: Automatically Through a Sales Package
Locate your sales package under Setup > Sales > Sales Packages and select your sales package to open to the Settings tab.
Scroll the screen to view the Assign Membership/Customer Type field. This will automatically assign a Membership Type through the purchase of this package.
Option Two: Manually Through Member Profile
1. Navigate to Members > Search Member and select the desired client. Click on the PROFILE button to continue.
2. Clicking the PROFILE button will open the customer profile screen. Scroll down to the Membership Type field and select the desired membership type from the drop-down. Once this is done click the button Click To Update to save your changes.
Viewing Membership Type
After you update the client's membership type, you can see this when you do a Member Lookup and select the member, click the ALL DETAIL button. Starting in the top-left corner will be the client summary. Membership type is located here.
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 client profiles
- Member Management : General - Can edit clients membership type