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Membership Detail Screen Overview

Key Points

  • Changes made to a student's current membership will carry over to any renewals.

  • Changes made here do not change the underlying membership option on the Setup menu. 

 

Membership Settings

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Status Button - In this example, the status is Current.  Click this button to access the ability to hold, drop and delete a membership.

Actions Button - Click this button to send emails, print documents or generate digital signature documents for this member & their membership.

Type - This the name of the membership option.

Shared With - The number of people who share this membership.  Clicking this takes you to the screen where you can manage this feature.

Eligible Programs - The number of programs this membership is enrolled in.  Clicking this takes you to the screen where you can manage this feature.

Attendance - Shows the membership attendance limits and the last attendance date.  Click the pencil to go to the screen where you can manage this feature.

Billing - Shows the begin & end dates and the installment amount.  You can also change the Auto Renewal and Auto Payments settings by clicking on them.  Click the pencil icon to access the Billing Summary and Membership Info menus.

Latest Bills - This section will show you current and upcoming bills. 

 

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