How to change a customer's home centre at FOH

Summary

This guide explains how to change a customer's home centre from the Memberships tab in their customer record.

Note: Changing a home centre will create a "new membership" on the customer record, similar to when changing a membership.

Before proceeding, ensure that the appropriate user roles have the correct permissions. Refer to this guide for more details.

Step-by-Step Guide

1. Find the Customer

1. Search for the customer in the system.
2. Open their Memberships tab.
   
   

2. Manage the Membership

1. Select the membership you want to update.
2. Click Manage Membership.
   
   
   
   
3. Select Change Home Centre.
   
   

3. Choose the New Home Centre

1. Search for or select the new home centre.
2. Review the price implications:
   • If the price changes and you want to keep the customer's current fee (e.g., their home centre is closing), check the Keep current membership fee box.
3. Set the start date:
   • Default: The next day.
   • You can also select the same day or a past date if required.

Note: The system displays whether the price will increase or decrease when changing the home centre.

4. Confirm the Change

1. Click Continue to review the "New Membership" details.
2. If satisfied, click Confirm Change:
   • If keeping the current fee: The change is applied without additional charges.
     
     
     
     
   • If taking the new fee:
     
     
     
     
     • You’ll be redirected to the Front of House dashboard.
     • If a till is not open, you’ll be prompted to open one.
     • Pay any applicable fees (e.g., pro-rata or month-in-hand fees).
       
       
       

5. Finalize the Membership

• Once confirmed, the "New Membership" will show a future status until the start date.
• Example:
  • Home centre change requested for December 1st.
  • Current membership remains active with a pending cancellation for November 30th.
  • The "New Membership" appears as "future" and "awaiting start date."