Freezing and unfreezing a membership

Freezing a Membership

If a member is injured or unable to use their membership for a significant amount of time you can freeze their account, charging a reduced rate or no rate at all.

  1. Look up the member in the main Data Entry window and click Edit Customer.
  2. Click the Status tab and click the Freeze button. This will freeze the membership starting at the next billing date, charging the amount you specified in your settings.
  3. If you would like to charge a different amount, tick Use alternate monthly freeze amount and enter the new price.
  4. Use the Advanced Status Options to edit the start and end date of the account freeze if necessary. Admin and manager access only. Using Advanced Status does not add any fees, or extend a PIF membership end date when unfreezing a member on a predetermined end date. 
  5. The account status will now be displayed as Frozen.
  6. Click OK to finish.


Unfreezing a Membership 

When a member is ready to reactivate their frozen account you can manually unfreeze it at any time.

  1. Look up the member in the main Data Entry window and click Edit Customer.
  2. Click the Status tab and click the Unfreeze button.
  3. Click Yes on the pop-up window to confirm.
  4. Another pop-up window will inform you of the account’s billing type, letting you know that it will now return to its previous billing status. It will alert you that staff must collect prepaid members' dues immediately via POS. Recurring EFT members will have the dues added to their account and be billed on your next billing date.
  5. If you are unfreezeing a prepaid membership, you will see a pop-up window asking if you want to create an invoice for the calculated prorated freeze fees associated with this action. If you click Yes, an invoice will be created for your freeze fee product and attached to the customer. You can then collect it like any other open invoice via the POS module. If you click No, no invoice will be created. You still have the option of manually invoicing the customer for their freeze fees, but they will not have a balance and their freeze fees will not be collected automatically.
  6. The account status will now be displayed as OK.
  7. Click OK to finish.



Related Links
Setting the monthly freeze amount
Editing the start and end date of an account’s status

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