Change a renewal membership typeLast updated on 03/22/2022

• This feature is enabled by default.

• Common uses for this feature include:

• A customer wants to upgrade their membership

• A customer wants a membership for a different Business Unit

You can access all of your customer memberships through the Follow Up screen.

To edit the renewal membership type from the Follow Up screen, complete these steps:

1. Go to the navigation bar and click Follow Up.

2. Click the Expiring Memberships tab.

3. Under Renewal Opportunities, click the text in the Opportunity Status cell to view the customer's expiring memberships.

4. In the customer record, click the pencil icon to edit the membership renewal type.

5. In Edit Membership, click the Renew Membership With dropdown to select a membership type.

6. When you’re done, click Save. The customer record page appears. In Membership, you can view the updates you made for the customer membership type.

1. Navigate to the Search screen by clicking the magnifying glass in the top menu.

2. In Search, select Customer.

3. Enter the customer name.

4. Click the Search icon.

5. Click the customer you want. The customer record appears. You will be directed to the customer record page.

6. Under Memberships, click the membership you want to change the Membership Type.

7. In the customer membership record, click the pencil icon to edit the renewal membership type.

8. In Edit Membership, click the Renew Membership With dropdown and select the desired membership type.

9. When you’re done, click Save. The customer record page appears.

• See Basic Membership Workflows

• See Edit settings for a membership plan