Summary
This guide will show you how to view, approve, or reject membership freeze requests. For example, a customer may have uploaded a medical certificate to support their freeze request. You will be able to review the document and decide whether to approve or reject it. Once a decision is made, the customer will receive an email notification with the outcome.
Step-by-Step Guide
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Access the Memberships Module
- From the home page, navigate to the Memberships Module.
- From the home page, navigate to the Memberships Module.
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Navigate to Freeze Requests
- Click on Freeze Requests to access and manage all pending requests.
- Click on Freeze Requests to access and manage all pending requests.
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Manage and View Documents
- Here, you can view the uploaded documents related to each freeze request.
- Use the available filters to streamline your search:
- Filter by Home Centre, Membership Type, or Document Type.
- You can also search for a specific customer by entering their Email Address, Customer ID, or Name in the search bar at the top left corner.
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Approve or Reject the Freeze Request
- Once you have located the relevant customer or document, you can choose to either Approve or Reject the request.
- If rejecting the request, select a Rejection Reason from the dropdown list provided.
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Save Changes
- After making your decision, click on Save Changes to finalize the action.
- After making your decision, click on Save Changes to finalize the action.