What is the recommended workflow for transferring a membership to a new customer profile when merging locations?

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. Cancel the old membership.        

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

   2. Go to the membership page.

   3. Click Edit to edit the membership.

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

   5. Set the status of the membership to Canceled.

   6. Follow the prompts to confirm the cancellation. Make sure to note the reason for cancellation as moving to a new address.

2. Sell a new membership at the new address.        

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

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

   3. 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.