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Member Account Mangement

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Manually Drop and Reinstate a Member

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This guide outlines the process of manually removing and re-adding members. Learn how to manage member statuses, including direct drops, transfers to "Prospect," and reinstatement procedures. We'll also cover handling billing records for dropped and reinstated members.



Direct Drop

To track dropped members within specific membership plans, use the direct drop option. This retains the original membership type while changing the status to "Dropped."

  1. Navigate to the Admin Dashboard.
  2. Click "Member Database."
  3. Edit the member's record.
  4. Go to the "Email/Plan" tab.
  5. Click "drop this member."
  6. Optionally credit unpaid invoices.
  7. Select a cancellation reason.
  8. Confirm the drop.
  9. Send a notification email if desired by clicking "Send Drop Notification Email"
Once done, you should be able to locate the member's account in the "Dropped" list of your Member Database.



Drop to Prospect

For members who might rejoin, use the "Drop to Prospect" option. The status remains "Active," but the membership type changes to "List-Only."

  1. Go to the "Email/Plan" tab.
  2. Change the "Member Type" to "List-Only."
  3. Save changes.
  4. Reinstate a Member
  5. Access the member's record in the "Dropped" list.
  6. Go to the "Email/Plan" tab.
  7. Click "reinstate."
  8. Confirm the reinstatement.
The member will still appear in the "Active" list but will be under the List-Only account type.



Handling Billing for Dropped and Reinstated Members
  1. Go to Billing Menu and search for the member's record
  2. View the member's transaction history.
  3. If no invoice exists, create one using "Enter Single Invoice Record."
  4. If an invoice exists, check its payment status and update the membership term if necessary.
  5. Correct the invoice's effective date by editing the invoice.
  6. Update transaction and due dates.
  7. Save changes to reflect the new invoice details.

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