The Goal: Override the auto-drop end type setting for an individual member whose membership you do not want to be dropped automatically.
Before You Begin:
- You need permission to edit member records and membership renewal options.
- Auto-drop must already be configured at the organization level. To review the global setting, go to Memberships, Settings section, click Auto Drop Setup.
- Identify the specific member whose end type you want to override.
Step-by-Step Instructions
For certain members, you may not wish to enable auto-drop. You can override the end type setting:
For the desired member, click the membership shown in the Memberships section of the member’s Overview tab.
- Click Advanced Options at the bottom of the screen.
In the Renewal Options section, select the desired End Type.
- Click Close.
Common Pitfalls
- Forgetting this is a per-member override: Changing the End Type here affects only this member’s membership. It does not change the organization-wide auto-drop rule configured under Memberships, Settings section, Auto Drop Setup.