Freezing and Unfreezing Memberships

Modified on Mon, 13 Jan at 3:57 PM

Enabling customers to temporarily freeze their memberships is an excellent strategy to retain them as members, especially when they need to suspend payments for a short period rather than canceling their membership outright. In this article, we will walk through the process of freezing and unfreezing memberships. 


Things to know:

  • Clients have the option to freeze their membership if they will not be using it for a period of time and do not wish to cancel. This option is also available for clients who are temporarily unable to pay the membership fee but want to avoid cancellation.
  • The capability to freeze memberships is governed by the "Allow freezing memberships" setting.
  • You can modify the freeze duration for memberships directly from the client record. Changing the duration incurs no charges for the client and is restricted to the maximum freeze length setting configured on the Business Setup > Settings page.
  • If a freeze fee is configured, it will be automatically charged every week/bi-week/month on the membership billing date for memberships set up with monthly payments during the freeze period. However, for memberships with upfront payments, no freeze fee will be incurred during the freeze period
  • Once a membership is frozen, it will automatically reactivate once the freeze period comes to an end
  • You have the option to extend your clients' membership contract by the duration of the freeze. This feature is managed through the "Should Membership Contract Be Extended by Freeze Duration?" setting. Learn more here.
  • During the freeze period, clients will not receive new membership credits. However, they can use their remaining item or value credits based on how your account is configured. Membership discounts are valid for one year and can apply to eligible items if the account is configured to allow the use of membership discounts during the freeze period. Learn more here.


Contents:


Enable Membership Freeze Setting

To activate the freeze setting, follow these steps:

  1. Navigate to Business Setup > Settings
  2. Locate the Membership section
  3. Toggle the "Allow freezing memberships?" setting to YES                                                                                                                                                                                                                                                                                                                                                    freeze.png
  4. Enter your preferred value in the "Maximum freeze length per year" field, where the value should be x months freeze.png
  5. Save


Freeze Membership

To freeze a membership:

  1. Open the profile of the desired client
  2. Scroll down to the "Memberships" section
  3. Expand the arrow on the right next to the membership status
  4. Select the "Freeze" link                                                                                                                                                                                                                                                                                                                                                                                                free.png
  5. Choose the freeze period, specifying the start and end dates                                                                                                                                                    free.png
  6. Confirm the action                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           free.png
  7. The status will be updated to "Frozen"                                                                                                                                                                                                                                                                                                                                                           free.png


Edit Freeze Period

To modify the freeze period on a client's profile:

  1. Select the "Edit" link                                                                                                                                                                                                                         free.png
  2. Adjust the freeze end date                                                                                                                                                                                                                                 free.png
  3. Click on the "Freeze Membership" button
  4. The freeze period will be updated


Unfreeze Membership

To unfreeze membership:

  1. Select the Unfreeze link                                                                                                                                                                                                            free.png
  2. Confirm that you want to unfreeze the membership and charge for the current week/bi-week/month
    free 1.png

 

 

For more information, contact us at support@mytime.com or (385) 233-6964.    

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