How to create a Membership Freeze Type?

Summary

This guide will show you how to create a Membership Freeze Type, which can be applied to memberships to temporarily pause them. Allowing Membership Freezes can be set up during membership creation and applied to either Membership Groups or Membership Types.

Common examples of freeze types include:

• Religious (e.g., Ramadan)
• Injury
• Maternity
• Travel/Away

Video walkthrough

Step-by-step guide

1. 1. Access the Membership Module

   • From the homepage, navigate to the Memberships module.
     
     

   2. Select Freeze Type

   • Choose the Freeze Type option from the menu.
     
     

   3. Create a New Freeze Type

   • Scroll to the bottom of the page and click the Create New Freeze Type button.
     
     
     
     

   4. Fill in the Freeze Type Details

   • Name: Enter a name for the freeze type (e.g., "Injury Freeze").
   • Availability: Select where the freeze can be applied (online, front of house, or both).
   • Range From/To: Specify the duration of the freeze. For example, if you want to allow a one-month freeze, select Range From as 1 month and Range To as 1 month.
   • Payment Option: Determine how much the customer will be charged during the freeze period. For example, if a customer normally pays £45/month, you might reduce it to £10/month during the freeze. (For more details, see Create a Freeze Pricing Option.)
   • Prevent Access: Tick this option if you want to prevent the customer from accessing the facility while their membership is frozen.
   • Required Document Upload: Check this box if customers need to provide documents (e.g., a medical note) for the freeze to be approved.
     
     

   5. Save the Freeze Type

   • Click Create Freeze Type to finalize the setup.
     
     
     

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   Once your freeze type is created, it can be applied to relevant memberships, offering flexible options for customers who may need to temporarily pause their membership.