In this article you will learn how to change the contract extension for existing contracts that were integrated from 'Easy-Solution'. There are different methods to achieve this for both new and existing members.
Contents
Quick Guide
- Navigate to Settings / Membership management / Rates to adjust the rate settings.
- For new members: Adjusted rate settings are applied automatically.
- For existing members:
- Cancel the contract retroactively and assign a new rate, or
- Perform a contract change.
Rate settings for new members
To adjust the contract extension for new members, you need to change the corresponding rate settings. To do this, go to Settings / Membership management / Rates. Here you can set the desired contract extension options, which will then be automatically applied to all new contracts.
Contract extension for existing members
For existing members whose contracts have already been integrated from 'Easy-Solution', there are two possible approaches:
-
Retroactive cancellation and new rate:
- Go to the Member overview.
- Cancel the existing contract retroactively.
- Assign the new adjusted rate to the member.
-
Contract change and new rate:
- Go to the Member overview.
- Perform a contract change and select the new adjusted rate.
Execute change of membership
To perform a contract change with a new rate, follow these steps:
- Open the member's profile.
- Go to the contract section in the member overview.
- Click on the three-dot menu (⁝) next to the contract to be changed and select Execute change of membership.
- An edit window will open. Select the new adjusted rate and the term. Fill in the remaining fields in the edit window.
This ensures that the member's contract complies with the new extension conditions.
By following these steps, you can ensure that both new and existing contracts are properly managed and comply with the desired extension conditions.
Note: This article was created with the help of artificial intelligence and editorially reviewed.