How to approve/reject Freeze Requests?

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

  1. Access the Memberships Module

    • From the home page, navigate to the Memberships Module.

      Memberships.png

  2. Navigate to Freeze Requests

    • Click on Freeze Requests to access and manage all pending requests.

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  3. 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.

        Screenshot

  4. 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.

      Screenshot

  5. Save Changes

    • After making your decision, click on Save Changes to finalize the action.

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