Freeze & Cancellation of EFT
What is the standard procedure for freezing/terminating EFT members? Particularly if they want to freeze/cancel a few months in advance.
What is the standard procedure for freezing/terminating EFT members? Particularly if they want to freeze/cancel a few months in advance.
Comments
EFT Freeze - just go to the member's STATUS tab and hit FREEZE. It will be frozen on the next billing date. If you want it to start later, edit the status row you just created and change the start date to the future date (usually a billing date in the future)
EFT Termination - same as above, but hit TERMINATE. Note that it will start on their next billing date since they've already paid for the month. You can modify the start date to have them terminate even future in the future.
That's all you need to do!
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Resurrecting this thread. What is the recommended work flow for:
customer becomes EFT member > customer cancels EFT membership mid month > customer continues climbing as guest
When to set status to OK? What about deleting all the EFT info? Keep EFT info?
Thanks.
If they cancel their EFT membership mid-month, they still have a valid membership to the end of the month because, effectively, they've prepaid for the whole month when their membership dues were billed.
My recommendation: cancel their membership, which sets their termination date as the end of the month. If they come climbing AFTER that termination, staff will get a warning of a terminated membership, and then move then to GUEST. But don't move them to GUEST until they return.
No reason not to keep the EFT information in there IMO.
Andy - that is what we've been doing, but here's our issue(could be operator error on our end):
1 - if you remove the EFT information, an alert is sounded every time they check in saying they don't have EFT information.
2 - I think the following is true, but I may be wrong: if we don't delete the EFT info, and if the customer visits in the following month, staff is alerted because customer status is not OK. If staff sets the customer status to OK, but does not change them from member to guest, the customer will then get billed on the following billing date.
1. Correct, but as I said there is no reason to remove the EFT info
2. The customer needs to be moved to GUEST/OK, not MEMBER/OK. Then they won't be billed. You are correct if it is MEMBER/OK, they will be billed.
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