Trident1POS Customer Service

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There are times in your business that a Customer may want to suspend their Membership temporarily.  Trident 1 has the ability to place a brief hold on a Membership to stop the billing of a Membership.

How to Place a Membership on Hold:

1. Click on Memberships on the top menu

2. Navigate to the Individual's Membership by searching by the Customer Name or other identifying values and Click on Search Now

3. Click on the Membership Number

4. Click on Edit to the very top right

5. Change the Status to Hold

6. Click on Save

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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