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.

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  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.

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  4. Initiate the Renewal Process

    • Click on 'Renew Membership'.

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  5. Proceed to the Next Step

    • Click on 'Next' to continue.

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  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.

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  7. Complete Payment at the FOH Dashboard

    • You will be redirected to the FOH Dashboard to finalize 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.

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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.

 

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