Change a member's term date
This a two step process that involves changing a member's next payment date as well as term dates.
Click on the Pencil icon next to the member's Term dates and use the check icon to save the changes.

If you want to change a member's payment date, please see this article: Change a member's payment date.
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How To: Change a member's plan
Navigate to the Members tab Select the member in question from the list Click the 'change plan' link under the “Actions” button of Roger's “Plans”' tab and follow the prompts. Select the new plan Select the effective date Immediately On Term Renewal ...
Change a member's payment date
To change when next a member gets charged, you may navigate to the member's account. Under the "Actions Button" you'll find a function to adjust the member's next draw date. For example, Jessica joins your membership plan on August 8, but wants ...
Adjusting Draw Dates for In-Office Accounts
This guide explains how to modify an in-office paying member’s draw date using the Adjust Contract Date tool. Where to Find the Adjustment Tool The draw date adjustment tool is located next to the member’s term dates on the platform. It appears as a ...
Early Renewal When a Member's Plan is Pending a Change
Here you'll find step by step instructions on how to handle instances when patients come into the office and are wanting to renew their plan while there is a pending plan change in effect on the account. You will likely see this 'change pending' ...
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 ...