Membership Holds

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There may be times when a client(s) requires that their membership is placed on hold for various reasons. 

 

In this article, we will cover:

 

How do I Create a Membership Hold Type

In Wodify there are four default hold reasons that are available when adding hold to a client's membership. These default Membership Hold Types are: 

  • Vacation
  • Injury
  • Illness
  • Financial

To create a new membership hold type:

  1. Go to Wodify Admin > Classes > Settings
  2. Click the Memberships tab > Click the Membership Hold Types tab
  3. Click + New Type
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  4. Label: Enter the name of the new hold type
  5. Click Save
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How to put a Client's Membership on Hold

Admins and managers are able to utilize the memberships holds feature to complete this process whenever a client requests a membership hold.

To apply a hold to a membership:

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

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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.
  • Invoices will not be created during the hold period. Future membership invoice due dates will adjust to the hold end date.
  • The client will still be able to reserve classes that take place after their hold ends, as long as your reservation window is sufficiently large enough.  

 

How to Adjust or Remove an Active Membership Hold

The hold features provide you with the flexibility to edit an existing hold.

To Adjust an active Membership Hold:

  1. Go to Wodify Core > People > Clients
  2. Select the Client's Name
  3. Under the Membership Holds section, click the Hold Start or End Date to make any changes
  4. Click Save

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

To remove a future hold:

  1. Go to Wodify Core > People > Clients
  2. Select the Client's Name
  3. Under the Membership Holds section, click Remove

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TIP!: 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.

For example, if a client pays on the 15th of every month but they wish to place their membership on hold for a month, the Start Date of the hold must start on the 14th. If the hold starts on the 15th, they will be billed and then the hold will begin and their next invoices will be adjusted to reflect that payment.

 

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More Information:

Tip: Wodify Blueprint Course: Create your Memberships

If you need any additional assistance with Membership Holds, feel free to reach out to us at support@wodify.com.

 

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