The Goal: Update the expiration date (and the future expiration date, if applicable) for a single membership directly from the member’s Overview tab.
Before You Begin:
- If the option to Enforce Date Rules on Fixed Renewal Month Memberships is enabled and the membership has a Fixed Renewal Month, the GrowthZone system will enforce certain rules for membership dates. This prevents staff users from changing those dates — the Next Bill Date and expiration date fields may not be editable.
- Have the correct target expiration date(s) ready before starting.
Step-by-Step Instructions
- Open the member’s record. On the Overview tab, in the Memberships section, click the ellipsis (•••) for the membership you wish to update.
- Click Edit Expiration Dates.
The window opens as Edit Membership Expiration Dates. In the Expiration Dates section, make changes as needed:
- Current Expiration Date: The expiration date of the membership, calculated based on the start date or last renewal date and the membership term as defined in the membership type setup.
- Future Expiration: The date to which the expiration date will be updated after the member pays the membership dues invoice, if any balance is due. (If the membership is current — there is no open balance for membership dues — these dates will be the same.)
- Click Done.
Common Pitfalls
- Date fields not editable: If the Enforce Date Rules on Fixed Renewal Month Memberships option is enabled and the membership has a fixed renewal month, the date fields are locked. That option lives on the General Membership Settings page — go to Memberships, click Settings and select General Membership Settings. Contact your system administrator if you do not have access to it.
- Balance present — only setting Current Expiration Date: If the member has an outstanding balance, set both Current Expiration Date and Future Expiration to ensure the expiration advances correctly when they pay.