Renewing Memberships

Expired Memberships

When a membership has expired, a clock image will appear next to the constituent's name in the Constituent's Module, giving you an obvious indicator.

When you click on a constituent with an expire membership, you can see the membership details from the sidebar profile.


To renew a membership for a constituent, follow these steps:

  1. Search and open the constituent's profile in the Constituents Module.

  2. Scroll down the sidebar until you find the "Memberships" section.

  3. Click "Renew Membership" on the specific membership you want to renew from the list of memberships associated with the constituent.

  1. In the Renew Membership window, update the expiration date and apply a new line item to their invoice if needed. When you're done, select Renew.

By renewing memberships in this manner, you can ensure accurate tracking of membership status, apply any associated fees, and extend the expiration dates for constituents in your organization.

Last updated