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Change a membership from active to courtesy

Updated
The Goal: Change an existing active membership into a courtesy membership, so the member keeps the membership without being billed for it.

Before You Begin:

  • You need staff access to edit membership records.
  • Have the contact whose membership you want to change open in their record.

Step-by-Step Instructions

  1. On the contact’s Overview tab, click the desired membership in the Memberships section.
    Contact record Overview tab with the General Membership link boxed in the Memberships section of the right-hand column
  2. On the Membership Details page, enable the Courtesy checkbox.
    Membership Details page with the Courtesy checkbox boxed in red
  3. Click Close.

Common Pitfalls

  • Forgetting to save the change: Be sure to click Close after enabling the Courtesy checkbox so the membership is correctly saved as a courtesy membership.

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