You need to have the Customers > Change Membership Term site permission to change the membership term of a customer. See User and Roles.
The Change Term option is visible only when:
- The customer's membership status is Future, Active, or Active with Billing Issues.
- The customer's membership status is NOT Expired, Cancelled, or Suspended.
- The customer's membership is not pending suspension or cancellation.
The Change Term option allows you to change the duration of a customer's membership by extending or shortening the membership's end date. You can change a customer's membership from fixed term to ongoing membership and vice versa. The system would automatically generate and prorate the necessary payments when there are changes made to the membership's end date.
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In the customer's page, select the Memberships tab.
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For the membership that you wish to change, select the More Actions button and then select Change Term.
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Select the new End Date for the membership from the date picker.
IMPORTANT:
The iconnect360 system allows you to:
1) Extend the membership End Date from the membership-paid-to-date onwards only.
2) Shorten the membership End Date for unbilled transactions only. - You can set the earliest end date to today's date.
- When the membership term is extended or shortened, an information message is displayed next to the field.
For examples, "Added 3 weeks, 2 days", "Shortened by 5 days". - The system would not allow you to enter an End Date which is below the minimum term. The entered date must be greater than the minimum term end date.
- The End Date field would be disabled if the Ongoing checkbox is selected.
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If you select the Ongoing checkbox, that means there is no end date for the membership. The End Date field would become non-editable.
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Enter the Minimum Term End Date if there is a minimum term that your customer has agreed to abide.
- You cannot enter a Minimum Term End Date that exceeds the membership's end date, a warning message is displayed next to the field.
For example, "Date must not exceed membership end date". -
Enter the Notes section if applicable.
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Select Save Changes.
A confirmation message appears at the top of the customer's page. All activities are recorded in the Timeline tab.
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