Changing a membership status is useful when circumstances of a membership or member change. For example, you may have a member who has joined an incorrect package. You can simply change the status of that member from 'Active' to 'Cancelled' and add them to the applicable package. See below what each status means.
There are four types of membership status':
- Active - Member has paid/renewed
- Pending - Currently awaiting the member to renew/pay
- Lapsed - Membership has expired
- Cancelled - Member has cancelled their membership
Please note: If a contact is in the system but doesn't have a membership associated with their account (past or present) they will show up as a 'Non Member'.
Step 1: You can manually change the status of a members membership by going to the Membership module on the left hand side in the Admin area.
Step 2: Then choose the applicable membership record or by selecting 'View all members' and selecting the members' whose status you would like to change. Or you can find the package they are in and search for the membership record this way.
Step 3: Click on the member, and this will bring up their membership record.
Step 4: Use the status drop-down to change the member's status.
When on a membership record you can also amend the start and end date for this particular member. You can amend the core membership cost and add payments to the membership record. You can also tick the 'renewal' box for the member (this will give them the renewal price rather than the new member price that has been set).