Individual Member Management Basics

This training video is designed for partners who manage members and need to update memberships, billing, and payments within the system. 

In this video, you will learn how to view and manage a member’s status, payment details, billing cycle, membership period, and renewal date. You will also discover how to renew a membership early when necessary. 

The video demonstrates how to make common updates, such as changing a member’s status, scheduling future changes, adjusting the next renewal price, and switching billing cycles. It also covers how to enable or update autopay, manage saved payment methods, and assist members who wish to upgrade or downgrade their membership type.

Additionally, you will learn how to manage invoices and payments, which includes paying or canceling invoices, writing off balances, adjusting amounts and due dates, emailing invoices, marking invoices as paid offline, creating new invoices, and syncing payment statuses in case of discrepancies.

Finally, the video explains how to update membership dates when necessary and outlines any limitations that apply to calendar-based memberships. 

Watch this video for a practical walkthrough of the tools you will use to manage member accounts, billing, and renewals with confidence and accuracy.