Modifying or deleting a hold on a membership

You can choose to modify or delete a hold on a membership at any time. Additionally, it is possible to change the status of a hold to “indefinite”. When you add or modify a hold in the past, the effect that this hold would have had on the payment schedule is applied to the next scheduled payment. When you add or modify a hold in the future, the effect that this hold would have had on the payment schedule is applied to the scheduled payment for the payment period the hold is placed in.

Learn more about Memberships.

Learn more about Putting a membership on hold.

NoteModifying the dates of or deleting the hold will have different effects on the membership’s proration. Deleting will treat the hold as if it were never placed and memberships will not be prorated.
NoteIn the case where a client decides to end a hold early, please make sure to change the end date of the hold to the new end date (even if it is the current date or a previous date) rather than simply deleting said hold.
NoteIf you change the hold rule for an active membership, the new hold behavior will retroactively change the accounting method for all previous payment periods in the payment schedule (even if the membership was not on hold). This may result in pro-rated or otherwise undesired amounts in the payment schedule. If you want to change a membership’s hold rule, we recommend you create a new membership with the required settings.

To modify or delete a hold:

  1. On the Top Nav Bar, click Search and type the client’s information in the box. You can type the client’s name, phone number, email address, UID, or client ID.In the list that is displayed, click the appropriate client.
  2. On the side menu, click Account.
  3. On the Account menu, click Passes & Memberships.
  4. Find the membership on hold, click the Options button , and select Change hold.
  5. Make the required changes to the hold and click SAVE to save your changes. Alternatively, click DELETE HOLD to delete the hold.
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