Modifying a membership’s auto-payment dates

After a client purchases an automatically renewing membership, staff members can modify the auto-payment date on a per-client basis. This setting can be used to ensure that all scheduled auto-payments occur on a specific date.

Review the following information before you continue:

  • If the modification of the auto-payment date pushes the next scheduled payment, clients will receive extra time to use your services at no cost.
  • Use the monthly schedule if you want scheduled auto-payments to occur on the same day every month. This is due to the non-standard number of days in a month. A biweekly time period is not currently supported.
  • Some session passes expire based on a set number of visits and can’t be set to renew on the same day every month. This type of pass will auto-renew when the number of remaining sessions changes to zero.
Note When you’re adjusting the auto-payment date, set the starting date one full payment period before the date you want the next payment to occur. For example, if your auto-payments occur once every month, and you want the next payment to occur on February 15th, 2019, you must set the starting date to January 15th, 2019.

To modify a Memberships’s auto-payment dates:

    1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
    2. In the list of clients displayed, click the client’s name.
    3. On the side menu, click Account.
    4. On the Account menu, click Passes & Memberships.
    5. In the list, find the membership you want to modify. You may have to browse the list, use the Search option, or filter the list to find the membership.
    6. Under the Action column of the membership, click the Action button and click Edit Purchase Option.
    7. In General Information, under Auto-payments every, select the frequency of the membership’s scheduled auto-payments, and then select the new auto-payment date.
    8. Click SAVE FOR [Client Name].
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Session Passes - Modifying a membership’s auto-payment dates