FUNCTION :
The membership's replacement is for when you need to replace a membership to another. This is done from the invoice in the customer's account, if membership is eligible to be replaced.
ACTIVATE THE REPLACEMENT OF MEMBERSHIP
WHEN CREATING A MEMBERSHIP
- MEMBERSHIP tab
- Click on NEW MEMBERSHIP
WHEN MODIFYING A MEMBERSHIP
- MEMBERSHIP tab
- Click on MODIFY at the end of the line of the desired membership
REPLACEMENT SECTION
- Select ENABLED
OR - Select ENABLE WITH RESTRICTIONS
If you choose with restrictions, you can:
- Select all
- Deselect all
- Select all those with a cost greater than >$
SAVE
NOTE :
You must, for each desired MEMBERSHIP, activate the replacement. In addition, when replacing, membership offered will be based on criteria selected from membership.
To learn how the do a membership replacement, click here.
0 Comments