How can I move a membership to a new customer profile?

Problem

When locations are merged, memberships do not automatically transfer to the new customer profile, even though Recurring Service Events (RSE) do.

Solution

In this case, we recommend reselling the membership under the right customer profile:

1. Go to the original customer profile with the membership.

2. Review their membership details. Look for the membership start date and any other important information.

3. Go to the new customer profile where you want to transfer the membership.

4. Sell a new membership for this customer, making sure it matches the original membership's details.

5. Backdate the new membership to the original membership's start date.

6. Cancel the membership on the old customer profile to prevent double billing and confusion.

7. Confirm the new membership is active on the new customer profile and all details are correct.

Following these steps, you can ensure the membership is correctly transferred to the new customer profile after merging locations.

Note: A feature for transferring memberships is available. Contact Technical Support to see if that feature works with your membership setup.