Head to Business Boosters > Memberships to begin.
Editing a Membership
If you need to make changes to a customer's membership, click the pencil icon to the right of their name in the 'Members' tab.
This will open an 'Edit Membership' window for that customer, where you can:
Enable or disable automatic renewal – control whether the membership renews automatically at the end of the period.
Change the membership start date – update when the membership period begins.
Deactivate the membership – stop any benefits the customer is currently entitled to.
Cancelling a Membership
If a customer no longer wants to be part of a membership, you can cancel their subscription by clicking the pencil icon next to their name in the ‘Members’ tab.
There are two ways to cancel a customer's membership, depending on how immediately you want their access to end.
Option 1 – Disable Automatic Renewal
Turn off automatic renewal: The membership will not renew at the end of the current period, but the customer will keep their benefits until that period expires.
Option 2 – Deactivate the Membership
Click 'Deactivate Membership': This will immediately remove all benefits, regardless of whether the current membership period is still active.
If a refund is required, click 'Payments' > 'Settled' to bring up the payment information. You can issue an online refund or record an in-store refund by cash or card.
Need help?
Click the [?] Help button in your system and our support team will be happy to answer any questions you might have on this topic!