Changing the status of a customers account

There are for Status' you can assign to a customers account.

• Active: Applies to all member types and indicates they are active within a location.

• Move in: to be used to add the member to your move in list.

• Move out: to be used to add the member to your move out list.

• Inactive: Applies to all member types and indicates they are no long active within a location.

Move in

If a customer is starting on a future date

1. Sign up the customer and charge for respective items as per usual.

2. In the customers move in date is in the future, they will automatically be added to the move in list, visible on the dashboard and in reports. profile in the Details tab, set their status as Move in

Move out

When a customer is moving out

1. In the customers profile, click on their membership type at the top of the profile.

2. Set the End date for their membership, this will be the day they intend to move out.

3. Enter their reason for leaving and save

4. This will change their status to cancelling, but their profile will remain active until manually set to inactive after the date of move out.

5. On the day of move out, confirm they have moved out and change their status to inactive by clicking their 'cancelling' status on the profile and choose 'end membership'.

6. Ensure any items that still need to be charged are in the billing tab and are charged accordingly.

To Activate an existing customer

1. In the customers profile in the Membership tab, set their membership level, new start date, and remove the old end date and save the profile.

2. Go to the billings tab and charge for their new items accordingly.

3. In the customers profile in the Details tab, set their status as Inactive

4. Confirm the End date for their membership if relevant, this will be the day you intend for them to be inactive.

5. Save