Customers
Here you will find articles on how to manage and handle your customer's accounts
Billing
- How do I edit a payment item from a customer's debit?
- How do I change the preferred billing day?
- How do I undo billing rate change for a customer?
- How do I change the billing rate for a customer?
- How do I set customer's preferred billing day?
- How do I change the debit billing date for a customer?
Failed Payments
- What does the failed payment reasons mean?
- Failed payment process for direct debit billing
- How do my customers recover failed payments online?
- What does the billing issue message mean?
- How do I write off a customer's outstanding payments?
- How do I recover a customer's outstanding payments?
Cancellation
Payment
- What does the payment status mean?
- What is ClubCash and how does ClubCash work?
- What is "Self-pay" and how do I configure the setting?
- How do I change a customer's payment details/method?
- How is the first payment amount (and pro - rated amount) and first date calculated for a customer's membership?
- How do I set a customer’s first membership payment to be collected on a specific date?
Suspension
- Why are customers being billed during the suspension period?
- How do I change the suspension of a membership?
- How do I resume the membership of a customer?
- How do I undo the suspension of a membership?
- How do I remove the suspension from a customer's membership?
- How do I suspend the membership of a customer?
Customer Management
- Where can I find a copy of the customer's agreement or debit authority document?
- How do I change the membership term of a customer?
- How is a customer's check-in status determined?
- Can my customer still sign the agreement or debit authority after signup?
- How do I change the check-in settings for direct debit billing?
- How do I delete a customer?