There are times in your business that a Customer customer may want to suspend their Membership membership temporarily. Trident 1 has the ability to place a brief hold on a Membership membership to stop the billing of a Membershipmembership.
How to Place a Membership on Hold:
1. Click on the Memberships on the top menu
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2. Navigate to the Individualindividual's Membership membership by searching by the Customer Name customer’s name or other identifying values and Click on click Search Now
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3. Click on the Membership Number of the customer’s record
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4. Click on the Edit to buttonat the very top right
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5. Change the Status to Hold‘Hold’
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6. Click on Save
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Note that whenever you place a Customer's billing information on Hold, they will not get charged during the period they are placed on hold. Trident 1 calculates the days that they are on hold and adds it to the backend of their Membership, thus extending their Membership by those amount of days.
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