How to Cancel or Pause a Membership

Alex

March 21, 2018 15:40

Introduction

Sometimes members leave the space for a given period and then come back a few months later. This is not a usual case but it happens and there is a way to reflect that in the system.

In OfficeR&D we achieve this by canceling and then re-creating a membership.

Procedure

1. In Community, open Companies or Members and click on one to open their profile page. Let's say there is a membership that started on November 1st, 2020 and you need to pause it from November 30th until January 1st 2021.

2. In the Memberships section, click the cogwheel icon next to the plan and select Cancel.

3. Select an end date for the membership - in this example, November 30th, 2020. Next click Cancel Membership.

At this stage, you've canceled the membership.

Note: The Cancel button only works if there is no End date specified for the membership. If you have created it with an End date, please Edit the membership and amend the End date accordingly.

4. Click the Add membership button and select a starting date – the date of their return - in this example January 1st, 2021.

NOTE: Sometimes members leave their setup fees and deposits in the space. If that is the case, when creating the new membership you can remove the Deposit amount. This way you won't charge the member again for that.

As a result of this procedure, the Memberships grid should list two separate instances of the same membership plan: