This article will show you how to view memberships from the user profile.
Instructions
- Search and select a user
- Select View/Print Memberships
- Navigate through the Membership tabs:
- Details
- Member Number: View or adjust the membership number; you can also Renew, Terminate, or Pause the membership
- Member Name: Displays the name of the member
- Membership Package: This shows the membership package that was signed up for
- Membership Type: Indicates if the membership is for an Individual or Family
- Receipt: Select the number to view the receipt from the membership purchase
- Membership Status: This shows the status of the membership
- Start Date: Displays the start date of the membership
- Expiration Date: See when the membership ends and adjust the expiration date if desired
- Scans Remaining: View the scans that are still remaining on the membership and select the pencil icon to adjust if desired
- Scheduled Automatic Payments: View and enable auto-billing
- Scheduled Manual Payments: See any scheduled manual payments
- Payments: View upcoming/overdue payments as well as receipts for past payments
- Renewal History: Access renewal information and perform refunds
- Scan History: View when and where the card has been scanned in
- View/Print Card: View the membership card and print, delete, or edit the card
- Change Number: Modify the membership/card number
- Print: Print the card
- Delete: Delete the card
- Include Avatar on Card: Add an avatar/profile picture to the card
- Details
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