How to apply a membership freeze?



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.


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

    Screenshot 2023-11-08 at 14.28.45.png
  4. Click on 'Freeze Membership'.

    Screenshot 2023-11-08 at 14.30.10.png

  5. Select the Freeze Type.

    Screenshot 2023-11-08 at 14.32.08.png

  6. Select the Start Date and the Freeze Length.

    Screenshot 2023-11-08 at 14.32.54.png

  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.

    Screenshot 2023-11-08 at 14.38.00.png

  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.
Was this article helpful?
0 out of 0 found this helpful