Managing Members

WebWorkstationMobile

Use Manage Membership to update an enrolled contact's membership, change renewal behavior, adjust benefits, and manage additional members when the plan supports them.

Permission Required

Viewing memberships requires CRM memberships read access. Changes require CRM memberships edit access.

Open Manage Membership

1. Open a contact profile.
2. Open Memberships.
3. Select the membership.

You can also open a membership from Customers & Contacts > Memberships.

Overview Actions

Depending on the membership type and status, the Overview tab can let you:

• Change the end date for one-time memberships.
• Set recurring memberships to renew until canceled.
• Schedule cancellation on a future renewal date.
• Cancel immediately.
• Change the renewal price.
• Change the saved payment method.
• Convert to another membership type on renewal or immediately.
• Catch up a past-due membership and charge the card on save.

Immediate cancellation requires confirmation.

Additional Members

If the membership type allows more than one member, the Additional Members tab appears.

1. Open Additional Members.
2. Select Add Member.
3. Search by name, email, or phone.
4. Select the contact to add.

The owner counts toward the membership's max members. Additional member slots show as a count, such as 1 of 3 additional members.

To remove an additional member, use the remove button on that member row and confirm.

Related

• Memberships Overview
• Membership Programs
• Renewals
• Payment Methods