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Transfer Members to Another Package Option

Document Details

Article Number 000034515
Article Type Article}
Article Link https://support.activenetwork.com/endurance/articles/en_US/Article/Membership-Manager-Transferring-Membership-package-option

Content Details

Note: The option to transfer members to another package option is only available between package options created as Membership Type of "Annual"
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Below are instructions to transfer members to another package option after logging Activeworks Membership Manager:
  1. Click People tab
  2. Search member with email address, membership number, order number, or names
  3. Click member name
  4. Locate the membership to transfer
  5. Click Transfer Membership under Actions 
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  1. Click Select option
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  1. Select an package option to transfer into > Click Select
  1. (Optional) Enter amount for Collect additional fee > Click Save & Continue
  1. Confirm Transfer summary > click Save & Continue
  2. Click Confirm
 
 
Note: After completed the above, actual membership transfer is separated into two steps:
  1. Membership Manager system generates a refund order and an automatic refund on original membership will be issued to member
  2. Member will be charged automatically with credit card saved in the system. If payment is failed, member will receive a failed payment notification email, where member will be informed to login to membership portal to pay for the failed membership; see more in this article Members - Make a Payment