Viewing or adjusting a client’s membership payment schedule

From a client’s membership payment schedule, you can view their previous and future payments. Additionally, you can adjust a client’s payments to accommodate specific situations.

NoteIf you make any changes to a client’s payment schedule, the membership will have an edited icon on the client’s profile under Account Passes & Memberships. Additionally, the payment schedule will show who made the change under CHANGED BY.

To view or adjust a client’s membership payment schedule:

  1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
  2. In the list of clients displayed, click the client’s name.
  3. On the side menu, click Account.
  4. On the Account menu, click Passes & Memberships.
  5. Find the membership whose schedule you want to view. You may have to browse the list, use the Search option, or filter the list to find the membership.
  6. Click on the Options button  to the right of the membership listing.
  7. Click Payment Schedule.
    • To view the date range and number of active days of a paid period, click the info button  next to the payment date. A paid period is the set of dates that a payment covers.
  8. Make any desired adjustments:
    • To modify the date of a payment:
      1. Click the payment date that you want to modify. A calendar appears.
      2. Select a new date for the payment from the calendar. The client will now make the payment on the new date. This does not affect any other payment dates.
    • To defer a payment, click Skip. The value of the skipped payment is added to the next scheduled payment. A deferred payment will not trigger a payment owing alert on the client’s profile or affect the client’s account balance.
    • To adjust a payment but maintain the total price of the membership:
      1. Under SCHEDULED PAYMENT, click the scheduled payment value that you want to adjust.
      2. In the box, enter a new value for the payment. The payment amount is changed, and the next non-adjusted payment amount is automatically increased or decreased to offset the change. For example, if you decrease a payment by $1, then the next non-adjusted payment will be automatically increased by $1.
    • To adjust a payment without maintaining the total price of the membership:
      1. Under PRICE, click the price value that you want to adjust.
      2. In the box, enter a new value for the price. Entering a lower value will give the client a discount, while entering a higher value will cause the client to pay more. The value of the associated scheduled payment is automatically changed to match the new price. No other scheduled payments are affected.
    • To make a lump sum payment:
      1. Click One-time Payment.
      2. On the payment page, enter the value of the lump sum payment, and select the payment method(s).
      3. Click Make Payment. The lump sum payment is displayed in its own row on the payment schedule. The values of future scheduled payments are reduced accordingly.
    • To revert the changes to a scheduled payment, click Undo.
    • To revert all prices, click Reset previous prices.
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