Managing Membership Details, Payments, and Templates in SPARK MEMBERSHIP
Managing memberships in SPARK MEMBERSHIP involves editing membership details, handling payment installments, and updating membership templates. This guide provides step-by-step instructions for these tasks to help you efficiently manage memberships.
Editing Membership Details
To edit a student’s membership details:
Navigate to the student’s membership in SPARK MEMBERSHIP.
Open the Actions menu and select Edit Membership Details.
Make the necessary changes to the membership information.
This process allows you to update details such as membership terms, payment schedules, or other relevant information.
Managing Membership Payments
If you need to skip remaining tuition payment installments and set up a new membership term:
Edit the membership details for the student.
Adjust the remaining installment payments to zero. For example, if there are two remaining installments, set this to zero.
The system uses the number of installments remaining and the payment due date to determine charges. Setting the installment count to zero ensures no further charges will occur.
Replace the membership with a new agreement to cover the next term. For instance, you can create a new 12-month membership starting in the desired month.
This approach ensures a seamless transition to the new membership term without additional charges for the previous term.
Updating Membership Templates
To edit or remove unneeded membership templates:
Use the left-side menu to navigate to Settings > Membership Settings.
Your membership templates will be listed here. To edit a template, click on the Actions tab and select the 'Edit Template' option.
Make the necessary changes or delete the template if it is no longer needed.
This feature helps you keep your membership templates organized and up-to-date.
Updating Templates Without Affecting Checkout Pages
When saving changes to a membership template, a popup will appear asking if you want to apply the changes to the checkout page. To avoid affecting the checkout page, select No in the popup.
Customizing Membership Templates
While you cannot add new fields to the membership template beyond the existing ones, you can edit the agreement text and add a separate signature field. This creates a box that members must initial when signing, ensuring acknowledgment of specific sections.
Linking Membership Templates to Checkout Pages
To ensure that a membership template is correctly linked to a checkout item:
Open the checkout page and locate the membership-related item.
Tap the action button for that item and choose Edit or View.
Toggle on the Has membership option and select the appropriate membership template. This ensures that buyers are assigned the correct membership upon purchase.
Impact of Template Changes on Existing Members
Changes made to a membership template will only affect future members assigned to that template. Existing members already on the membership will not be updated automatically. To update their contact type or other details, you must adjust their settings manually.
Troubleshooting Common Issues
If you cannot find the 'Edit Template' option after navigating to Settings > Membership Settings, ensure you click on the Actions tab within the Membership Settings section.
Conclusion
By following these steps, you can effectively manage membership details, payments, and templates in SPARK MEMBERSHIP. Regularly updating membership information and templates ensures a smooth experience for both administrators and members.