- Help center
- Knowledge base
- Catalog
Manage active memberships
Manage active memberships
Keep clients' memberships up-to-date for accurate billing and tracking. Learn how to manage clients' active memberships whenever changes are needed.
Getting started
To manage memberships, you’ll need the appropriate permissions. If you’re a team member without access:
- Reach out to the account owner to request permission for Memberships under both Services and Sales.
Pausing memberships
You can temporarily pause a client’s membership, allowing them to keep their plan without losing any benefits. The membership can be reactivated whenever needed.
Pause memberships from sales
To pause a memberships from sales:
- Go to Sales and select Memberships sold.
- Use the search bar to look up the client or membership name.
- Click on the membership plan you want to pause.
- Select Options, then click Pause membership.
- Add an optional note for the client, which will be sent to them.
- Click Yes, pause to confirm.
Pause memberships from a client's profile
To pause a memberships from the client's profile:
- Open Clients.
- Use the search bar to look up the client or membership name.
- Click on the client’s profile, select Items then Memberships.
- Select Pause below the membership.
- Add an optional note for the client, which will be sent to them.
- Click Yes, pause to confirm.
Resuming memberships
Clients can easily continue using their previously paused membership when it’s reactivated.
Resume memberships from a sale
To resume a membership from a sale:
- Open Sales and select Memberships sold.
- Use the search bar to look up the client or membership name.
- Click on the membership plan you want to resume.
- Select Options, then click Resume membership.
- Add an optional note for the client, which will be sent to them.
- Click Yes, resume to confirm.
Resume memberships from a client's profile
To resume a memberships from the client's profile:
- Open Clients.
- Use the search bar to look up the client or membership name.
- Click on the client’s profile, select Items then Memberships.
- Select Resume below the membership.
- Add an optional note for the client, which will be sent to them.
- Click Resume to confirm.
Canceling memberships
Recurring memberships can be canceled to stop future payments. Once canceled, they cannot be reactivated.
Cancel memberships from your sales
To cancel a recurring membership from a sale:
- Go to Sales and select Memberships sold.
- Use the search bar to look up the client or membership name.
- Click on the membership plan you want to cancel.
- Select Options, then click Cancel membership.
- Add an optional note for the client, which will be sent to them.
- Click Yes, cancel to confirm.
Cancel memberships from a client's profile
To cancel a memberships from the client's profile:
- Open Clients.
- Use the search bar to look up the client or membership name.
- Click on the client’s profile, select Items then Memberships.
- Select Details below the membership.
- Click Options, then select Cancel membership.
- Add an optional note for the client, which will be sent to them.
- Click Cancel to confirm.
FAQs
Can clients pause memberships themselves?