Editing a Customer's Membership in Clava
This article guides you through editing a member's existing membership details, including expiration date, remaining credits, and price (with some limitations).
Steps:
Access the Member's Profile:
In the Clava side menu, click on "Members."
Search for the member you want to edit and click on their name.
Open the Membership Details:
In the member's profile view, click on the "Memberships" tab.
Locate the existing membership and click on the three dots (...) next to the price.
Select "Edit" from the menu.
Understanding the Edit Membership Panel:
The panel resembles creating a membership pricing option, but with some key differences:
A notice will inform you about the impact of your changes.
Two buttons appear: "Schedule changes" and "Apply now."
Note Regarding Changes:
Pricing and Usage: These changes will only affect the member's account after their current membership renews.
Options and Restrictions: These modifications will be applied immediately to the member's account.
Grandfathering Option (Optional):
Refer to the "Price protecting a membership (Grandfathering)" article for details on protecting a member's current price.
Use the "Immutability" toggle to prevent price changes in the parent membership from affecting this specific member.
Edit Membership Details:
You can now modify various aspects of the member's membership:
Reward Loyal Members: Freeze the price for a loyal member before a general price increase.
Increase Credits: Grant the member additional credits.
You can edit other available options according to your needs.
Applying the Changes:
Decide how you want the edits to take effect:
Schedule changes: Select this option if you want the pricing and usage changes to happen only after the member's next renewal.
Apply now: Choose this option if you want the changes to options and restrictions to be applied immediately to the member's account.
Remember:
Pricing and usage changes won't affect the member until their membership renews.
Use the "Immutability" toggle to safeguard a member's price etc from future adjustments.