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How can I troubleshoot missing membership management options in SPARK MINDS?

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Written by Partner Training

How to Troubleshoot Missing Membership Management Options in SPARK MINDS

Managing memberships in SPARK MINDS can sometimes present challenges, such as missing options or inaccessible features. This guide provides comprehensive troubleshooting steps to resolve these issues effectively.

Troubleshooting Missing Options

Missing 'Upgrade Membership' Option

If the 'Upgrade Membership' option is not visible, follow these steps based on the scenario:

  1. Multiple Memberships Issue: - Check if the member has multiple memberships. - Deactivate the current active membership: - Open the member's profile. - Edit the current membership, toggle off the 'Active' button, and save. - Reactivate the previous membership: - Edit the previous membership, toggle on the 'Active' button, and save. - This ensures the correct membership is activated and prevents double billing.

  2. Role Permissions Issue: - Ensure your staff profile is set as the business owner: - Navigate to Settings > Staff Logins. - Edit your staff profile and mark yourself as the business owner. - Save the changes. - Log out and back in to apply the changes. - Navigate to Manage Subscription > Upgrade Plan to access the upgrade option.

  3. Unavailable Upgrade Paths: - Some upgrades require owner permissions or are not available for certain membership types. - Replace the membership template instead: - Open the member's profile. - Go to the existing membership, select Actions > Replace, and track it as an upgrade. - Adjust payment amounts or installments as needed for the new program and fees.

Missing 'Text a Membership Agreement' Option

If the “Text a Membership Agreement” option is missing under Actions:

  • Ensure the membership template has a linked digital agreement template.

  • Add a digital agreement template to enable this option.

Missing 'Actions' Dropdown or Unclickable Membership Names

If the 'Actions' dropdown is not visible or membership names are unclickable:

  1. Adjust Browser Zoom: - Reduce your browser zoom to reveal the Actions column on the right side of the list. - Windows: Hold Ctrl and scroll down with the mouse wheel or press Ctrl + -. - To zoom in, press Ctrl + + or scroll up while holding Ctrl. - Alternatively, drag the table view to the right to reveal hidden columns.

  2. Verify Permissions: - Ensure your staff role has the required permissions to edit memberships. - Editing templates requires the “Can Edit Memberships” permission.

Managing Membership Templates

To manage membership templates effectively:

  • Use the Actions dropdown to edit, duplicate, or delete templates.

  • Ensure all templates have linked digital agreements to enable all features.

General Tips for Membership Management

  • Always verify staff roles and permissions when troubleshooting missing options.

  • Regularly review membership templates to ensure they are up-to-date and linked to the necessary agreements.

  • Use the Replace option for membership upgrades when direct upgrade paths are unavailable.

By following these steps, you can resolve most issues related to missing membership management options in SPARK MINDS.

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