Summary
When renewing fixed memberships, it’s important to verify that the customer’s information is up to date. Custom questions are asked again during the renewal process because certain details may have changed since the original membership was purchased.
For example:
- A student may have moved from school to university while still qualifying for the membership.
- Details like employer (for discounts), postcode (for residency-based offers), or society membership numbers may also have changed over time.
This ensures that the membership remains accurate and valid for the customer’s current circumstances.
Quick Video Walkthrough
Step-by-Step Guide
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Open the Memberships Tab
- Navigate to the Memberships section within their profile.
- Navigate to the Memberships section within their profile.
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Initiate Membership Renewal
- Click on the 'Renew Membership' button to begin the process.
- Click on the 'Renew Membership' button to begin the process.
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Review Details
- Review the pre-filled customer details.
- Click 'Next' to proceed.
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Verify Custom Questions
- Confirm with the customer if their answers to the custom questions are still accurate.
- Example questions:
- Where do you study?
- What is your current postcode?
- Are you still with the same employer?
- Example questions:
- If any details have changed, update the information before proceeding.
- If the details are correct, click 'Save and Continue'.
- Confirm with the customer if their answers to the custom questions are still accurate.
-
Complete Membership Renewal
- Follow the remaining prompts to finalize the membership renewal.
Key Notes
- Always take a moment to verify the custom question answers with the customer to ensure the information is current.
- This process ensures that customers continue to qualify for any specific benefits tied to their membership type.
By following these steps, you’ll ensure a smooth and accurate renewal process for fixed memberships at the front of house.