Go to Sales > Memberships.
When a customer joins a club, Members One will automatically create a membership record containing all customer and club information. This allows the system to automatically process shipments based on the member’s selected frequency and anniversary date.
Once a membership is created, you should be able to view the membership by clicking the view button from the action column on the right-hand side.
Membership Action Items
- From the action menu, you will be able to perform tasks such as edit, skip, pause, or cancel membership. These actions enable you to take quick and easy control of the membership.
Membership Statistics
- On the membership profile, you will have access to a wide range of stats relating to the customer, ranging from membership information, selected club, selected frequency, shipping, order stats, and more.
Shipment Processing
- See an instant top-down level of the member’s upcoming and processed shipments, shipments are viewable by year only.
- Manage individual shipments and perform actions from the menu, such as processing or cancelling them. This is particularly useful for managing upcoming shipments for members.
- Each shipment will generate a corresponding schedule order within 7 days of the due date.
Setting the processing date on import: When you bulk import memberships from Settings > System Settings > Import/Export, the Next Process Date column sets each membership's schedule anchor. Enter the date as DD/MM/YYYY, or leave it blank to let Members One calculate the next processing date automatically.
Edit Memberships
To edit a membership, select the Edit Membership button from the action menu on the view membership page. From there, you can update the following:
Club
- Change the member’s assigned club. Note: Changing the club will reset the member’s products and frequency.
Processing Date
- Adjust when the membership will be processed. This is only applicable to monthly and weekly schedules.
Shipping Strategy
- Update the member’s shipping method. Options include: Pickup, Free Shipping, or Flat Rate.
Frequency
- Adjust how often the member receives their orders.
Billing Details
- Update the member’s billing information.
Shipping Details
- Update the member’s shipping address. Note: If Pickup is selected, this will be locked to the pickup location.
Membership Products
- Edit, delete, or add products to the member’s subscription.
Payment Information
Go to Sales > Memberships > View > Payment Information
Each membership stores the card that scheduled orders are charged against. Expand the Payment Information panel on the view membership page to see the cardholder name, card type, masked card number, and expiry.
Update Payment
- Select the Update Payment button to change the card on file. This opens a secure form where you can enter new card details. Updating the card here changes only the payment method, so an incomplete address or other membership detail will not block the change.
Request Payment
- Select the Request Payment button to send the member a secure link so they can enter their own card details.
Expired Card Warnings
- When the stored card has passed its expiry date, an Expired badge appears next to the expiry in the Payment Information panel.
- A warning banner also appears at the top of the membership, reading "The card on file (exp. MM/YY) has expired. Please update the payment method to avoid scheduled order failures," where MM/YY is the card's expiry. Use Update Payment or Request Payment to resolve it before the next shipment fails.
Instant Shipment (Additional Manual Shipments)
Go to Sales > Memberships > View > Instant Shipment
If you wish to create an additional shipment outside of the member’s usual schedule, this functionality allows you to do so. Please be aware that a Scheduled Order will be generated, and the customer will be charged automatically.
View Membership
Go to Sales > Memberships > Action Menu > View
To see more membership details, select “View” from the actions menu.
Skip Membership
Go to Sales > Memberships > Action Menu > Skip Membership
When you skip a membership, the system will designate the next shipment as skipped. The upcoming shipment will be automatically selected for processing after the skipped shipment has been completed.
Pause Membership
Go to Sales > Memberships > Action Menu > Pause Membership
To pause a membership, please enter the start and end dates for the duration you wish to pause. Any shipments scheduled during this period will be skipped. After the selected dates, shipments will resume processing as usual.
Cancel Membership
Go to Sales > Memberships > Action Menu > Cancel Membership
To cancel a membership, please provide a cancellation date and reason. This information will be stored in the membership record.
Membership List Table
Below is a table of list page items and their functions.
| Membership Number | A unique identifier assigned to each customer’s membership. |
| Customer Name | The first and last name of the member. |
| Club | The club the member is subscribed to. |
| Schedule | The member’s selected processing schedule, also referred to as the processing date. |
| Discount | The discount is applied to the member’s subscription, shown as a percentage. |
| Next Shipment Date | The date of the member’s next scheduled shipment. |
| Status | Indicates whether the membership is Active, Paused, or Cancelled. |
| Action | Allows you to view or edit the member’s club subscription details. |