How do I change a member's package?
Switching a member between packages or payment methods
Changing a Member's Package 1. Navigate to Members >> Manage >> [Member Name] . 2. Go to the Packages tab. 3. Click Actions next to the current/ relevant package. 4. Select Actions >> Edit and add an end date and submit (the end date should align with the new package's start date to avoid booking interruptions). 5. Click Create New >> select the new package >> add a start date >> Submit. Changing Payment Method (e.g. Card to Cash/EFT) 1. Navigate to Members >> Manage >> [Member] >> Billing >> Payment Type . 2. Change to the desired payment method. 3. Click Update billing details . 4. Once a cash invoice is generated, mark it as paid when payment is received. Bulk Payment Method Change Go to Members >> Manage, select the checkboxes next to the relevant members, choose Change Payment Type, and then select the new payment method along with the next billing date. Pausing or Freezing a Membership To put a member on hold: Members >> [Member] >> Actions >> Place on Hold While on hold, payments stop and access is paused. Billing will continue as per normal once the member is released from hold ⚠ Remember to deactivate the old package on the member's profile if applicable when switching between packages.