Managing Member Subscriptions and Actions

In this guide, we will explore the process of managing membership and subscription statuses. This includes understanding different types of subscriptions, identifying the status of a membership, and performing necessary actions such as updating payment methods or handling contract issues. The goal is to provide a smooth and efficient process for managing memberships.

Step 1

Begin by examining the various membership statuses and actions available for different subscriptions. We'll look into two subscription types: a fully paid subscription and a monthly recurring subscription.

Step 2

The first subscription we'll review is fully paid, while the second is a monthly recurring subscription. Start by searching for and opening a member's profile.

Step 3

To view all subscriptions associated with a member, navigate to the subscriptions tab. Here, you'll see both active and expired subscriptions. In this example, the member has one active subscription with a pending mandatory action status.

Step 4

This pending status indicates that the member's access to the club may be restricted. To understand the reason for this status, note that pending mandatory action requires the member to complete specific tasks on their account.

Step 5

Click to see the pending actions. In this case, all required information has been filled out, but the agreement has not been signed.

Step 6

The member needs to sign the agreement or waiver. They should have received a link to sign via email, text, or WhatsApp.

Step 7

If the member hasn't seen or received the link, or if you need to resend it, you can do so by clicking the "Resend" option.

Step 8

Next, let's examine a contract in good standing that is a recurring contract. Select a member, in this case, Kathleen, and proceed to the subscriptions section.

Step 9

Kathleen holds an all-access fitness membership, with her home club status marked as active. The membership started on August 24th, with the next billing scheduled for November 24th.

Step 10

For more details, click to view additional information. This shows the contract duration of 12 months, with three months already paid. The monthly billing is on the 24th of each month, and this contract does not renew after expiration.

Step 11

The contract is set to end on August 24th next year. Auto-pay is enabled with a stored payment method, ensuring all payments remain in good standing.

Step 12

Kathleen's membership includes a payment timeline. Green indicates successful payments. Let's explore the actions available for managing this membership.

Step 13

To manage the subscription, options include voiding the subscription. If a mistake was made post-contract entry, and if you possess the necessary access rights, you may void it.

Step 14

Another option is to offer a mid-cycle recurring discount. For example, if a customer service issue arises, you can apply a 50% discount with an explanation, affecting future billings.

Step 15

You may also upgrade the membership or cancel it. Various cancellation actions are available, such as immediate cancellation, end of billing period, or end of the contract, depending on access rights.

Step 16

Immediate cancellation depends on your access rights. If the contract is non-renewable, options like end-of-contract cancellation may not be available.

Step 17

Your access rights will determine your ability to cancel immediately or perform other actions. Transferring the membership is also an option.

Step 18

Initiate a transfer if the member, such as Kathleen, wishes to move to another club. Select the desired club for transfer.

Step 19

Finally, you can update the payment method. If the member needs to change their payment details, you can send them a link to update the method on their device.

Updated on: 04/12/2025