Managing Memberships

How to manage, swap, assign, pause and update card details

Written by Lee Wilson
updated over a week ago

Overview
Within the ‘Membership’ section of a clients ‘Payment’ page you have the option to Manage a clients existing membership as well as being able to Swap their membership, Assign additional memberships and Pause a membership. You also have the option to update the clients debit/credit card details, which the client can also do via the uniquefit client app or your own custom branded app.

Manage Membership

Updating a clients membership collection date

To do this:

Go to the clients ‘Payments’ page and click on the ‘Manage Membership’ button within the ‘Memberships’ section.
Within the popup window select ‘Manage Membership’, this will show any memberships assigned to the selected client.
Click on the calendar icon and set a new collection date.
Clicking update will update the date that the membership payment will be collected.

Assigning Promo Codes to a client membership

To do this:

Go to the clients ‘Payments’ page and click on the ‘Manage Membership’ button within the ‘Memberships’ section.
Within the popup window select ‘Manage Membership’, this will show any memberships assigned to the selected client.
Enter the Promo code that you’d like assigned to the clients membership.
Clicking ‘Apply’ will apply the promo code to the membership with any discounts being applied to the next payment collection onwards.

Note: Click her to learn how to create Promo Codes

Assigning Membership

You can assign any of your memberships for free to any of your clients.

To do this:

Go to the clients ‘Payments’ page and click on the ‘Manage Membership’ button within the ‘Memberships’ section.
Within the popup window select ‘Assign Membership’, this will show any memberships assigned to the selected client.
You will be presented with a list of all the memberships that you’ve created.
Clicking on the calendar next to the membership you’d like to assign will allow the client to use that membership for free until the date selected.
Click the ‘Assign’ button to assign the membership.

Swapping Membership

Swapping a clients membership will remove their existing membership and assign the new membership. The membership payment collection date will remain the same but the payment amount will be updated in accordance with the new membership amount.

To do this:

Go to the clients ‘Payments’ page and click on the ‘Manage Membership’ button within the ‘Memberships’ section.
Within the popup window select ‘Swap Membership’, this will show any memberships assigned to the selected client.
Within the top section ‘Active Memberships’, select the membership that you’d like to swap.
Within the bottom section ‘Other Memberships’, select the new membership that you’d like to assign.
Enter a Promo Code if you’d like to assign a discount, or leave blank to simply swap the membership.
Clicking the ‘Swap Membership’ button will swap the membership and, if entered, apply the Promo Code.

Note: Click her to learn how to create Promo Codes

Pause Membership

If a client is going on holiday or needs to have their membership paused, you can set dates where the client is unable to use their membership, as well as setting a new membership payment collection date for when the client returns.

To do this:

Go to the clients ‘Payments’ page and click on the ‘Manage Membership’ button within the ‘Memberships’ section.
Within the popup window select ‘Pause Membership’, this will show any memberships assigned to the selected client.
Within the ‘Pause Membership’ tab you will see the clients active memberships.
Enable the toggle switch for the membership that you’d like to pause.
Set the ‘From’ date, this is the first day the membership will be inactive, and set the ‘To’ date, this is the last day the membership will be inactive.
Setting the ‘Next Collection Date’ will stop all future payments from being collected until the date you have set. From this date onwards the membership will continue to collect. For example if set to the 25th August, the membership payments will start collecting on the 25th August and then the 25th of every month thereafter.

Updating Card Details

You have the option to update your clients card details, should their card details change. This option is also available within the uniquefit app or within the clients branded app.

Updating within the Admin Panel:

Go to the clients ‘Payments’ page and click on the ‘Manage Membership’ button within the ‘Memberships’ section.
Within the popup window select ‘Card Details’, this will show any memberships assigned to the selected client.
Enter the clients new card details.
Clicking the ‘Update’ button will set the card for all future payment collections.

Updating within the uniquefit App or custom branded App:

Log into the App.
Tap the 3 dots in the bottom navigation menu.
Scroll down the page and click on ‘My Purchases’.
At the top of the screen tap the ‘Update’ button and enter the new card details.