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Membership statuses

  • Updated

This article is about the member status

Quick guide:

    1. Member

    2. "Create member

    3. Search member

    4. Use QuickLink next to status to edit

What are the member statuses?

Your members can have three different statuses

  • Member - i.e. they have an active membership contract

  • Prospect - i.e. they have and had no membership contract

  • Former member - i.e. they had an active membership contract

How to change the status of a member

There are several ways to change the status. For example, select the button Create member in the upper right corner of the member list and enter a name. The status (Prospect, member or former member) will appear next to the name in the list of results.

Membership_statuses_1.png

  • Next to the status Prospect you will find the link Make a member.

  • And next to the status Former member you will find the link Reactivate.

Both options will guide you through the process of making your customer a member (with an active contract).

Another way is to go to the member details. In the tile Active contracts you can change the status of your member. By adding a new contract you make both a prospect and a former member.

Membership_statuses_2.png

NOTE: It can sometimes take a while for the status to change on the member, please be patient.

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