Drop and Activate Memberships

Memberships can have one of three statuses: Active, Pending, and Dropped. You can use these any way that you wish.

If a membership has expired and is not expected to be renewed, you can drop the membership from the list. Likewise you can reactive a membership that has been dropped or change a pending membership into an active status.

Drop a membership

To drop a membership, do the following:

  1. Select the membership to be dropped from the list of memberships on the Member Manager tab.
  2. Click on the Drop button.
    1. A window appears with details about the membership.
  3. Select the reason for dropping the membership.
    1. These reasons are defined in Admin.
  4. Add any notes about the dropped membership.
  5. Click on Save.

Activate a membership

To set a membership as active, do the following:

  1. Select the membership to be activated from the list of memberships on the Member Manager tab.
  2. Click on the Make Active button.
    1. This opens the Update Membership window at Step 2 - Edit Member, with the Status set to Active.
  3. Make any other changes to the membership information.
  4. Click on Save and Finish.