How to Review Memberships Pending Renewal

This article will guide you through accessing and reviewing a list of all memberships pending renewal.

 

Accessing Pending Renewals

1. Log in to your Member365 Administrator Dashboard.

2. On the top bar, click ‘Membership‘.

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3.  Click 'Reports' > 'Members Requiring Attention' > ‘Renewals Pending Review‘ in the dropdown.

 

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4. On this page, you can filter the list shown to you by entering a contact name, selecting a membership category, or indicating a payment status (payment received, pending payment, pending approval, etc.). Use the ‘Export to Excel‘ button (not pictured) to download the list presented as a spreadsheet.

 

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Congratulations, you have accessed a list of pending renewals!

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