Edit customer membershipsLast updated on 09/13/2022
Edit the details of a customer’s membership to update a customer’s billing information, revise recurring services, or make other changes.
Things to know
Editing a customer’s membership only affects their membership, not the membership type or any other customer’s membership.
On a customer’s membership record, click View Audit Trail to view all edits to a membership and a membership’s recurring services. This makes it easier to identify who made edits and to resolve customer issues.
Edit customer memberships
Search for the customer and open click on the record you want to open.
Under Membership, click the membership you want to edit. Memberships are listed from newest to oldest.
Click the Pencil icon.
Edit your membership settings:
Click Save.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.