How to Manage a Member’s Membership on Their Profile

1. Find the membership

1. Locate the member you want to work with.

2. Open their profile.

3. Go to the “Memberships” tab.

4. Here you will see all the subscriptions the member currently has.

2. Open the membership menu

Each membership has three dots on the right-hand side.
Click them to open the menu.

The available actions depend on the membership’s status, but for an active membership, you will typically see:

3. Explanation of the functions

Put Membership on Hold

• Used when the member needs a temporary pause.

• The system automatically calculates dates and fees according to your rules.

Change Membership

• Used for upgrades or downgrades.

• The system ensures correct calculations and start/end dates.

Cancel Membership

• Used when the member wants to terminate permanently.

• The system automatically sets the correct cancellation date.

4. Additional information

Membership Type

Shows which subscription type the member has, created under Subscriptions.

Audit Log

Shows:

• What changes were made

• Who made them

• When they were made
  Useful for transparency and history.

Edit (advanced)

• Allows manual editing.

• Generally not recommended, as the system does not calculate dates or prices automatically for manual changes.

5. Summary

Use these three main actions for correct membership handling:

• Hold

• Change

• Cancel

They ensure accuracy and proper data history.