Placing a Membership on Hold

If a membership is on hold, the customer will not be included in any club packages during that timeframe. After removing a club member's hold, they can be added to a club package that has a processing date in the future. Club members that were previously on hold can't be added to a club package that has already processed.

 


 

Adding a membership hold

  1. Under to Club > Memberships > search the club members name in the search field and select the club membership.
  2. Scroll down to the On Hold section on the right and click Add A Hold to Membership
  3. Add the Start Date and End Date for the hold, the Reason and any Comments
    1. Start Date: The membership will resume as normal until this date. Add todays date for the hold to begin immediately.
    2. End Date: This is the date that the hold will automatically be removed. 
    3. Reason & Comments: Enter the reason to track why the hold is being added. (There is currently no way to add a custom "Reason".)
  4. Click Add Hold

     


     

    Removing a membership hold

    1. Under to Club > Memberships > search the club members name in the search field and select the club membership.
    2. Scroll down to the On Hold section on the right. If there are any active holds, you'll see the hold dates listed as a link.
    3. Click the link to edit the hold.
    4. Click More Actions, then Delete to remove the hold.