In the menu "Customers" you will find the tab "Active Memberships".
When you enter this tab, you will see a list of active memberships (active means: all memberships that entitle you to participate in a class today).
In the list we show you for each membership the following things:
Customer - first and last name of the customer. If you click on a line, you will also see the phone number and e-mail address.
Template - Art of the contract assigned to the customer
Validity - start and end date of the contract. If the end of the contract has been changed by a rest period or manually (that is, it no longer corresponds to that expected by the validity period), we signal this with "(!)". For this purpose, we give you the original end date in the line below.
Cancellation - If the contract has been cancelled, this line shows the date on which the cancellation was entered (you will find the last day of validity in the "Validity" column to the left.
automatic extension - If the contract is renewed automatically, then the modalities are shown here.
Payment - Here is the amount for the contract and how often it has to be paid
Payment methodIf there is a default payment method (SEPA, SEPA online, credit transfer), we show it in this column
last pause- Timespan of the last entered pause. The second line contains the comment you entered for the pause
Functions for Memberships
On the right corner of each membership line you will find three dots that represent the action menu. Here you can do the following actions:
Customize - If the membership was not cancelled, you can customize it here
Show Details - If the membership has been cancelled or it has been completed online by the customer, you can see the details here
Terminate - here you can terminate the membership
Cancel termination - Here you can cancel the termination
Cancellation - Here you can delete the membership
Pauses - Here you can enter and delete pauses for the memberships
So that you can always see the memberships you want to see, there are different filters (which can all be combined). Active filters are shown above the list. With the "x" next to the filter you can delete them.
1) Find customer - Here you can enter the customer's surname, first name or e-mail address (or part of it). As a result we will show you all customers who match this selection.
2) Filter for membership data - With the filter icon next to the customer search you can apply different filters that you can combine.
When you have clicked on the icon, the filter selection retracts from the right.
You can filter by the following criteria:
Memberships - You can display certain types of memberships. For this purpose you will find here the selection of membership templates that you have created in the products.
Membership state - Filter if you want to see active, inactive or all memberships
Automatic extension - Filter if you want to see the memberships with or without automatic renewal
Membership start - Filter whether the start of the membership must be before, after or on a date
Membership end - Filter whether the end of the membership must be before, after or on a date
Membership pause - Filter whether the last break of the membership must be before, after or during a date
Pausing reason - Filter for a term that must be contained in the reason for the pause (e.g. illness)
If you click on "Apply filter", we will show you all memberships with the selected criteria.
With "Reset filter" you reset all filters to the initial state, i.e. all active memberships are shown.
Export the overview active memberships
In the upper right corner you will find the option to export the displayed list into a CSV file.