How to Renew a fixed Membership at FOH?

Summary

In this guide, we will show you how to renew a customer's fixed membership at the Front of House.

For example, you may want to extend it due to a resource/facility closure.

Important Notes: Please ensure that the Membership Renewal settings have been enabled. Please refer to this guide for more information.

Step-by-Step Guide

1. Search for the Customer.
2. Access the Memberships Tab
   • Go to the Memberships tab in the customer's profile.
     
     
      
3. Select the Membership to Extend
   • Identify the membership you wish to extend.
   • Click on 'Manage Membership' at the bottom-right corner of the selected membership.
     
     
      
4. Initiate the Renewal Process
   • Click on 'Renew Membership'.
     
     
      
5. Proceed to the Next Step
   • Click on 'Next' to continue.
     
     
      
6. Set the Renewal Details
   • The start date will default to the day after the current membership expires.
   • The end date will be automatically calculated based on the membership duration.
   • If the membership has custom questions, the customer will be prompted to answer them again. After this, click 'Save and Continue'.
   • If no custom questions are required, proceed to the next step.
     
     
      
7. Complete Payment at the FOH Dashboard
   • You will be redirected to the FOH Dashboard to finalise payment.
   • If a till is not yet open, you will be prompted to open one.
   • Process the payment using the customer's preferred payment method.
     
     
      

By following these steps, you can easily renew a customer's fixed membership and ensure a seamless experience for both the customer and the staff.