Using the Membership Quick Renew Function
When a membership is about to expire, their membership can be renewed from the Membership Dashboard.
How to Renew a Membership
- From the Membership Dashboard, navigate to Membership > Memberships
- Select the checkboxes of the Memberships you wish to renew
- Above the Membership table, select Actions > Renew Membership
- Toggle on the Send Invoice checkbox to send an invoice to the Member(s)
- Toggle on the Group all memberships into a single transaction checkbox to create one single transaction for all Members selected
- Under the Select Transaction Owner field, select a Member to be responsible for paying the invoice
- Toggle on the Apply Discount checkbox to active a Promotion
- Discounts are under Membership > Promotions in the Membership Dashboard
- Under the Select a Discount field, select one discount to apply to the invoice
- Select Renew Membership
Once done, all selected Memberships will be renewed.