Viewing or adjusting a client’s membership payment schedule

From a client’s membership payment schedule, you can view a client’s past and future payments, modify a client’s payments, make a one-time payment, and reset a client’s payment schedule. The settings that affect a membership payment schedule include:

• Price
• Duration
• Starting date
• Frequency of payment

For information about viewing a client’s membership payment schedule using the Client Web App, see Client Web App: Viewing a membership payment schedule.

You must be careful when making adjustments to a client’s membership payment schedule. We recommend the following best practices to avoid clients getting billed an incorrect amount or billed on the wrong date. To avoid this, we recommend the following:

• Perform a single adjustment on a single client at a time. If you need to make multiple adjustments at one time, we recommend that you cancel the client’s existing membership and sell them a new one with the desired settings. For more information, see Canceling a client’s membership and Creating or modifying a membership.
• Keep track of any adjustments you make to a client’s membership by using user alerts. For more information, see Adding or removing an alert or flag from a client profile.
• After you have finished updating the client’s membership, please review the entire payment schedule or Projected Revenue Report for accuracy.

In this article:

To view or adjust a client’s membership payment schedule:

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. Find the membership whose schedule you want to view. 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 Purchase Option, click the More button  and select Payment Schedule.
   • The next scheduled payments are displayed. To view all payments made in the past, click View Past Payments.
7. Make any desired adjustments:
   • To modify the date of a future scheduled payment:
     1. Click the payment date that you want to modify. A calendar appears.
     2. Select a new date for the payment from the calendar. The client will now make the payment on the new date. This does not affect any other payment dates.
   • To defer a payment, click the More button of the payment you want to defer and select Skip. The value of the skipped payment is added to the next scheduled payment. A deferred payment will not trigger a payment owing alert on the client’s profile or affect the client’s account balance.
   • To adjust a payment but maintain the total price of the membership:
     1. Under the Scheduled Payment column, click the scheduled payment value that you want to adjust.
     2. In the box, enter a new value for the payment. The payment amount is changed, and the next non-adjusted payment amount is automatically increased or decreased to offset the change. For example, if you decrease the payment by $1, then the next non-adjusted payment will be automatically increased by $1.
   • To adjust a payment without maintaining the total price of the membership:
     1. Under the Price column, click the price value that you want to adjust.
     2. In the box, enter a new value for the price. Entering a lower value will give the client a discount, while entering a higher value will cause the client to pay more. The value of the associated scheduled payment is automatically changed to match the new price. No other scheduled payments are affected.
   • To revert the changes to a scheduled payment, click the More button next to Undo.

To reset previous prices on a client’s membership payment schedule:

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. Find the membership whose schedule you want to view. 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 Purchase Option, click the More button and select Payment Schedule.
7. At the top-right corner of the screen, click the More button and select Reset previous prices.
8. In the confirmation popup, click YES, I WANT TO RESET PREVIOUS PRICES.
   • A new payment schedule will be generated based on the current membership settings for price, duration, starting date, and frequency of payments.