How to apply a membership freeze?

 

Summary

This guide will show you how to apply a membership Freeze to a customer's membership. the Freeze is puts a hold on a membership for a temporary period of time for various reasons, such as injury.

 

Step by step guide

  1. Search the customer who requested the Freeze on their membership.

  2. Select the membership tab.

    Screenshot

  3. Select the Membership you wish to apply the freeze to and click on 'Manage Membership'.

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  4. Click on 'Freeze Membership'.

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  5. Select the Freeze Type.

    Screenshot 2023-11-08 at 14.32.08.png

  6. Select the Start Date and the Freeze Length.

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  7. Upload the Freeze document (if applicable) and click on 'Request Freeze'.

    Screenshot 2023-11-08 at 14.37.10.png


  8. You will see a pop up message confirming that the Freeze has been applied to the membership successfully.

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  9. You will then need to approve the Freeze document.

    Screenshot 2023-11-08 at 14.39.58.png

    You can approve the Freeze document in 2 ways:
    - Via the Eligibility Management module
    - Via the customer account.
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