Learn how to update membership dates, statuses, and add notes for specific members within your dashboard. This guide simplifies the process of reviewing and confirming changes to ensure accurate account management.
Member Navigation
Click "Members"
Click "Manage Members"
Click "View"
Membership Details
Click "Products"
Locate the membership you wish to edit and click on the ellipse icon
Click "Edit membership"
Membership Update
Both the Start and End date of the membership can be edited
Reasons or notes can be applied for record keeping
Confirm Changes
Once you are happy with the updates, click "Review Changes"
Click "Confirm and save"
Editing the start and end date can alter a member's financial status.
Setting the end date to a past date will expire the user's membership
