Setting Auto-Renewal, Verifying Payment Method & Expiration Date (Portal)
Step-by-Step Instructions
2. On the left Navigation bar find Memberships and click.
3. On the drop down under Memberships, click Members.
4. In the Members page you see columns from left to right:
- Member (Member ID-Gives you details of the membership)
- GC Cust. (Customer ID-Takes you to Customer Profile)
- Club (Club ID - optional to assign member numbers)
- First (First Name)
- Last (Last Name)
- Email (Email assigned to GC Customer)
- Phone (Phone Number assign to GC Customer)
- Delivery (How they would like their statements - Email, Mail Only, Both, DNS -Do Not Send, Not Set. "Not Set" is what it will default to. You must change this to DNS if you do not want the statement being sent to the customer)
- Membership (Type of Membership they have)
- Source (Will show you if a customer has Credit Card Saved on File or an ACH for payments)
- Auto ("Auto Renewal" - Leave grey X Mark if you do not wish for their membership to Auto Renew. If you do want their Membership to Auto Renew when expiration date passes, click the box which will turn it into a Green check mark)
- DNC (Do not Charge - Put a stop on their account and does not allow Customer/Member charging)
- Charged (the last time they were charged for their bill)
- Joined (Gives you the join date for that specific Membership)
- Expiry (This is the date when the specific Membership will expire