How to change a membership start date and update the first payment

When adding a membership to a customers profile, you have the ability to change the membership start date. Doing so will automatically update the first payment total, if the membership is set to bill on a set day of month or week and prorates initial partial periods.

Navigate to the customers membership tab, and click to add membership:



Click on the desired membership you would like to add to the customers profile.



The current start date of the membership, defaults to the current day. 
Note that the first payment total is currently £30.19 for this example.

Click change.




A popup box will appear, where you can choose a new start date. You can either type it in manually, or use the date picker.




Once you have clicked update, the start date will change, and the prorate total for the first payment will be updated.
For this example the start date is now May 15 2015, and the first payment prorate total is £19.74

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2 Comments

  • 0
    Avatar
    Alison McIndoe

    Can customers amend their package start date if they buy a package themselves from my website? 

    I am launching a pre-sale over the next 2 weeks. My classes don't start until 3rd April, I want to ensure if they buy a membership today that their membership won't start until 3rd April.

    Thanks.

  • 0
    Avatar
    Mitch Tate

    Hi Alison,

    Customers do not have the option to amend their package start date.

    However, we can override package start dates for you in the backend to allow you to pre-sell. I've created a support ticket regarding this - we'll respond to you via the ticket shortly. 

    Kind regards,

    Mitch

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