Table of Contents
How to Add or Delete a Subscription on a Member Profile #
1. Open the Subscription Area and Start a New Subscription 0:00
- Go to the member’s Subscription area.
- Click Add Subscription to begin.
- This starts the process of attaching a subscription to the member’s profile.
2. Select the Subscription and Set the Start Date 0:15
- Choose the correct subscription from the drop-down menu.
- Enter the start date for when the first payment is due.
- Double-check that the subscription and date are correct before saving.
3. Save the Subscription 0:25
- Click Save to add the subscription to the member’s profile.
- After saving, the subscription will appear in the subscription list.
4. Select a Subscription to Delete 0:41
- If you need to remove a subscription, click the checkbox for the relevant subscription.
- Selecting one or more subscriptions will reveal the Delete option.
- The interface will show how many subscriptions are selected.
5. Choose When the Subscription Should Stop 0:50
- After choosing delete, a stop date will be shown.
- You can stop the subscription immediately or set a future stop date.
- Use a future date if you want the subscription to end before the member leaves.
6. Confirm the Cancellation Date 1:04
- Confirm the stop/cancellation action.
- The system will display the final cancellation date.
- In the example shown, the subscription is set to cancel on 26th June.