Summary
This guide will show you how to apply a membership freeze to a customer's account. A membership freeze temporarily suspends a membership for a specific period, often due to reasons such as injury or personal circumstances.
Step-by-Step Guide
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Locate the Customer Account
- Begin by searching for the customer who has requested a freeze on their membership.
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Navigate to the Membership Tab
- Once in the customer’s profile, select the Membership tab.
- Once in the customer’s profile, select the Membership tab.
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Select the Membership
- Choose the specific membership you wish to freeze.
- Click on Manage Membership.
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Initiate the Freeze
- Click on Freeze Membership.
- Click on Freeze Membership.
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Configure the Freeze Details
- Select the Freeze Type.
- Set the Start Date and define the Freeze Length.
- Select the Freeze Type.
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Upload Supporting Documents (If Applicable)
- Upload any relevant freeze documentation, if required.
- Click on Request Freeze.
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Confirm Freeze Application
- A confirmation message will pop up, indicating that the freeze has been successfully applied to the membership.
- A confirmation message will pop up, indicating that the freeze has been successfully applied to the membership.
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Approve the Freeze Document
- You will then need to approve the freeze documentation.
- There are two ways to approve the document:
- Via the Eligibility Management Module.
- Via the Customer Account.
Note:
If you are freezing a Fixed Membership that required an eligibility document at the time of purchase, and this document has an expiration date before the membership was initially due to expire, the customer will need to provide an updated document once more. This ensures that the eligibility requirements are still met after the membership is reactivated, based on the new end date post-freeze.