How do I change the membership of a customer?

Change happens. Let's hope it's for the better.

You can change a customer's active or future dated membership at any time. Once the change is made, the existing membership is cancelled and a new membership is added to the customer. Note that no refund is given for a cancelled membership that has been paid up.

1. In the customer's page, select the Memberships tab.
2. For the membership that you wish to change, select the More Actions button and then select Change Membership.

   

3. Select the new membership for the customer.
4. Select Next.
5. Enter the Membership Start date. The default start date is today.
6. Select the Salesperson name.
7. Select the Membership Rate.

   For flexible membership rate, also select the billing frequency mode and enter the Flexible Rate.

8. Select how the First payment will be collected from the customer.
• With direct debit - First payment is collected the next working day after the customer has signed up for the membership or on the membership future start date.
• With next scheduled direct debit - First payment is collected on the next scheduled direct debit after the membership start date.
• At the till - First payment is collected immediately by cash, cheque or payment card at the till.
• With ClubCash - First payment is collected by deducting the ClubCash account balance.
  Note: This payment option is available or visible only if customer has sufficient funds in the ClubCash account.
9. Verify the First Payment and, if applicable, the Recurring Payment amounts and dates. If necessary, make the required changes.
• To see the itemised details of the first payment, select the First Payment amount link. You can:
• Change the amount (select Edit, change the Regular Payment or Joining Fee amount, and then select Save).
• Remove the joining fee (select the Remove button).
• You can also change the amount and start date for the Recurring Payment.
  Note: Changing the start date may affect the first payment method.
10. Complete the Payment Details.
• By default, the selection is for the customer to Use existing payment method as above.

  Note: The bank account or credit card number is encrypted except for the last 4 digits. To adhere to PCI compliance, iconnect360 and Ezypay do not have visibility to the full numbers. Do verify the payment details with the customer before proceeding. For example, quote the bank name, branch’s suburb and the last 4 digits.

• If the customer wishes otherwise, select the other option to Change payment method.
  Note: By selecting this option, all other future payments from existing memberships will also be deducted from this new payment method.
  Then enter the required Bank Account or Credit Card details.
11. Select Next.
12. If there is an Agreement, you can ask the customer to sign the online agreement now (if there is a digital signature capture pad) or later.
• Select Sign Agreement and then Capture Signature.
• Ask the customer to sign on the digital signature pad.
• Select OK.
13. Select Next.
14. Obtain the customer’s signature for the Debit Authority.
• Select Sign Debit Authority and then Capture Signature.
• Ask the customer to sign on the digital signature pad.
• Select OK.
15. Select Next.
16. Check the accuracy of the customer details in the Summary page.
17. Select Finish.

A confirmation message appears at the top of the Customers page.

If you have selected the customer's first payment to be collected at the till, then the POS Sales page appears for payment to be processed. After processing the payment, you can select GO TO PERSON from the Transaction Complete pop-up window to view the customer’s page.

Related article

• How do I add a new membership to a customer?
• How do I change the debit billing frequency of a customer's membership?
• How do I change the debit billing amount for a customer?