How To See Your Memberships
Click on Reports, then the Memberships Report. This report will list all Active memberships with tabs to access Future, Cancelled, Finished and Paused memberships. Click on the membership next to the customer's name to access their Membership Details.
You can also go to a customer's membership by clicking on the membership from their customer account page.
Assigning A Customer A Membership From Inside Punchpass
If you go to the customer's account detail page, there is an option to assign the customer a membership, right next to the button to assign them a pass:
Memberships can start immediately, OR you can assign a customer a membership that begins in the future. This is helpful if you are trying to synchronize the membership with an existing one in different software, or the customer can't pay/start right away. You'll see that option when you click Assign A Membership (the start date defaults to the current day.) Memberships that haven't started yet are listed as PENDING in the Memberships Report.
Canceling a Membership
Your customers cannot cancel their own memberships. A membership can only be canceled by you, on the admin side of Punchpass.
Just click on their membership and cancel it.
Refunding a Membership
If your customer is requesting a refund, you can issue it by clicking on the last pass and then selecting Refund Pass. You can refund the entire amount or issue a partial refund at your discretion:
Deleting an Unused Membership
Sometimes you assign a customer a membership, and they change their mind. If a membership is still in the first membership period (only 1 pass has been assigned) AND it has not been used for class attendance, you can click the delete button and the membership and the current pass will both be deleted.
NOTE - this does not apply to memberships paid for via Stripe. Those still need to be canceled.
Converting An Existing Membership To Be Paid By Credit Card
If you have an EXISTING membership, you can convert that membership to be paid via credit card. For example, someone starts a membership paying via check, but now doesn't want to have to remember to pay you each month. Again, go to the membership (Pass Reports, Memberships) and there will be a button to Add Credit Card. This will pop up a credit card form. Enter the card details. That will save the customer and card details in your Stripe account, and set the customer up to be charged on the NEXT billing date for the membership. (You cannot go back and charge for a billing that is past due.)
Adjusting The RENEWAL Date of a Membership
Sometimes when you first create a membership you want to adjust the renewal date...maybe to synchronize with an existing membership in another system or set all memberships to renew on the same date. This process can be done at any time during the membership!
When you change the renewal date, you shorten the current membership period - so you owe your customers a refund for the reduced # of days. For Stripe powered memberships, Punchpass will automatically refund that amount on the NEXT invoice your customer pays. For non-Stripe memberships, Punchpass highlights what the owed amount is:
Changing the Price of a Membership
You can't change the price of a membership that's already active so you'll need to define a new membership with the new price.
You can then move students over if necessary to the new membership type. The billing is adjusted so the transition is smooth. Find out how to do it here
Add Notes to Membership
At the bottom of the Membership Details page, you can add notes to keep track of your changes!
Click on the following articles for additional Membership information!