How to Freeze a Client's Membership

Modified on Fri, 23 Jun 2023 at 11:00 AM

Things to Consider:

A membership freeze is when a client indicates that they wish to put their membership on hold either indefinitely, or for a set time span.

Step-by-Step

From your dashboard, click on the menu button in the top left hand corner of your screen
Once the menu options appear on screen, select “Clients”
From the Client page, select or search for the client which you would like to create a membership freeze for
Once in their client account, under Active Items, select the membership which you wish to edit.
Click "Manage Bills & Details" under the clients name.
In the new membership page that appears on screen, select the “more” tab
Click “Freeze Membership” and a new tab will appear on screen titled “Freeze Membership”
In this new tab, select the start date, and if applicable select the end date, then click the green “Save” button

Things to Note:

If you do not set an end date, your freeze will remain as an indefinite freeze.
To unfreeze an indefinite freeze, edit the setting to include an end date (the date can be the current date to make it immediately unfreeze)
All future bills will remain visible in an account until the freeze start date, then the bills will halt until the account is unfrozen
Freezing an account means they will no longer have access to their membership class packages and thus they will not be able to use this as a form of payment while scheduling during a freeze
Setting a freeze will push out all billing and service dates for the length of time the membership is in the freeze.