Add a member to an account
You can add a family member to any account in any status as long as a valid payment method is attached to the account. Click the account in the member list to expand the account details, and click the "Add Family Member" button.
It's worth noting that each account can have only one active method of payment, so all membership payments on an account will be processed on the same card or bank account. If you extend family discounts on your membership plans, all family members will need to pay with one payment method to take advantage of the discounts.
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Switch a member's account from in-office payments to a credit/debit card on file
Some members will realize the convenience of automatic renewal, and they'll want that kind of happiness in their lives. When the lightbulb comes on, it's an easy change to make: Click the 3 dots next to the Payment Info header. You’ll see an "Add ...
How To: Update or add a payment method
Whether a member wants to add a credit card for the first time, or they're updating an existing payment method, it's an easy task to complete: Navigate to the Members tab Select the member in question from the list Under the Payment Info section ...
How to: Charge a member manually
Locate the member's account Select “Charge member” Type the amount Select a reason from the dropdown Add a brief description to appear in their ledger Type your full name in the box Click the blue button * - You may need to click the "View Account ...
Resolving a Member account
If a member is unable to make the regularly-scheduled monthly payments on their membership, their account may go delinquent. This means the member has an outstanding balance on their membership plan, and we have been unable to collect through the ...
Backdate a member's account
If you want an account backdated to reflect a start date prior to the day they were enrolled in the platform First step is to update the contract dates, by clicking on the tool next to member's term dates in the form of a pencil icon. A green check ...