🧠Taking a member’s renewal
How a membership renewal moves from due to paid.
1 Renewal becomes due At the start of the season (or on the member’s anniversary) their renewal falls due.
2 Request goes out They receive a renewal request showing the amount for their membership type and how to pay.
3 How do they pay? The payment is recorded either way. Pays online → the payment is captured automatically and they are marked renewed. Cash / cheque / BACS → record the payment against their record by hand from the Renewals or Accounts screen.
4 Confirmed for the season They are marked renewed, can carry on booking, and a receipt is available if they need one.
💡 Tip: Chase-ups can be automatic — set a reminder so members who haven’t renewed get a gentle nudge without you tracking it by hand.
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