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

  1. From the Membership Dashboard, navigate to Membership > Memberships
  2. Select the checkboxes of the Memberships you wish to renew
  3. Above the Membership table, select Actions > Renew Membership

  4. Toggle on the Send Invoice checkbox to send an invoice to the Member(s)
  5. Toggle on the Group all memberships into a single transaction checkbox to create one single transaction for all Members selected
  6. Under the Select Transaction Owner field, select a Member to be responsible for paying the invoice
  7. Toggle on the Apply Discount checkbox to active a Promotion
    1. Discounts are under Membership > Promotions in the Membership Dashboard
  8. Under the Select a Discount field, select one discount to apply to the invoice
  9. Select Renew Membership

Once done, all selected Memberships will be renewed for a year after the Membership's original end date. For example, if the Membership ends on 2026-09-01, the new end date will be on 2027-09-01.

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