How to Renew a Membership Manually

Christine

November 08, 2020 18:04

This article will show you how to renew a contact’s membership for them as an administrator.

Accessing the Contact Record

1. From the Member365 Administrator Dashboard, type the contact’s name or email address into the search bar at the top of the screen. Click on the contact from the results to access their Contact Record.

Renewing the Membership

2. If the contact has a membership up for renewal, there will be a ‘Manual Renew’ button under the Membership Summary on the right of the page. Click the ‘Manual Renew’ button.

If you do not see the ‘Manual Renew’ button, make sure that on the Advance Renewal Rules the renewal badge is set to appear within an x number of days before the renewal date. If that time frame falls within the day you intend to manually renew the member, you should see the Renewal badge in the member portal of the contact and the Manual Renew button in their profile in the CRM.

The button will also not be visible if you or the Contact already initiated the renewal process. If the above article does not help, you will need to ask your Contact to log in and complete their renewal or reach out to our Support Team.

3. You are now impersonating the contact. Ensure that the information is correct, and proceed through the renewal process as prompted.

4. Your contact’s membership will be renewed.

Congratulations, you can now renew membership manually as an administrator!