Memberships can need to be modified for a variety of reasons - maybe someone no longer has the qualifications required to retain a membership and need to move to a different tier, or they need to cancel half way through. Whatever the reason, you can easily manage and adjust constituent memberships by using our standard features, or you can customize and create new processes to suit your needs.
Edit a Membership
Staff can update historical membership records.
Membership Term Override
Staff can select a date on which to end a membership, without the need to cancel or issue a refund. The selected date can also be used to extend a membership, if the date is in the future. The
End Date Override feature has no financial or accounting implications. It only affects the
End Date and Status of the membership record on which it is set. Constituents can still renew their membership, it will just have a
Start Date beginning on the date following their last membership.