Why This Matters

Whether you need to adjust, cancel, or place a hold on a client’s membership, Wodify makes it simple to manage these changes efficiently. If you’d like to modify an existing membership before it renews, you can easily generate the client’s next membership within just a few clicks.

Additionally, Wodify provides built-in options for placing memberships on hold. You can choose from pre-configured hold types, create custom hold types specific to your business, and apply holds to client memberships quickly and easily.

Step-By-Step How To Generate Next Membership 

1. Go to Wodify Admin > People > Clients
2. Click into the Client's Profile
3. Within Membership & Payments tab > click on the client's active membership 
4. Click Actions drop-down menu > select Generate Next Membership

5. Right away, you will see the client's future membership and invoice have generated which mean you are now able to:

   • Click into the future invoice number to add any discounts, line items, etc.
   • Click into the future membership name to make any adjustments to the start, price, etc.

   

   NOTE: If this is an auto-renewing Session membership you will need to choose a start date of this next punch card plan. Monthly plans will automatically assume the next month's bill date.  

    

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Step-By-Step How To Create a custom hold type 

1. Go to Wodify Admin > Classes > Settings
2. Click the Memberships tab > Scroll down to Membership Hold Types
3. Click Create Hold Type
4. Label: Enter the name of the new hold type
5. Click Save

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Step-By-Step Putting a Client's Membership on Hold

1. Go to Wodify Admin > People > Clients
2. Select the Client's Name
3. Under Memberships, click the Membership you wish to hold
4. Click Actions > Add Hold
5. Select:
   Start Date
   End Date
   Hold Reason
6. Click Save

Note: Here are some things to keep in mind when you're applying a hold.

• If the client's hold start date is the same as their billing date, the client will be charged and their next invoice due date will be pushed back to account for the time missed.
• Holding a membership will never result in a pro-rated invoice. On the contrary, a hold will change the membership's billing date by extending it by the number of days in the hold period.
• If your client is under a commitment term, that commitment term will be extended for the amount of the membership hold.
• We recommend that you check the new due date for the membership invoices, after adding the hold and communicate the change to the client.
• If a future membership has been generated, you are unable to add a membership hold to the original membership.

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Step-By-Step Adjusting/Removing Active Membership Holds

To Adjust an active Membership Hold:

1. Go to Wodify Admin > People > Clients

2. Select the Client's Name

   Under the Membership Holds section, click the pencil icon to make any changes

   Click SaveNote: To remove a current hold, please set the 'End Date' to the current date.

To Remove a Future Membership Hold:

1. Go to Wodify Admin > People > Clients

2. Select the Client's Name

   Under the Membership Holds section, click the trash iconTIP!: If you do not want a client to be billed for a specific month the Start Date of their hold will need to start prior to the invoice due date.

FAQs

1. Can Wodify cancel a client’s membership for me?
   No. Wodify provides the tools for managing memberships, but cancellations must be handled directly by the business. 
2. Will invoices be generated during the hold period?
   No. Wodify will pause invoice creation during the hold. The next invoice due date will automatically adjust to the end of the hold.
3. Can a client reserve classes while their membership is on hold?
   Clients can reserve classes that occur after their hold ends—provided your reservation window is open far enough in advance.