Note: The option to transfer members to another package option is only available between package options created as Membership Type of "Annual"
Note: After completed the above, actual membership transfer is separated into two steps:
- You can create membership type as "Annual" on Step 1: Package Option Details when adding options.
- You can verify an existing package option is "Annual" when a "Start Date" is displayed on Package Option Details
Below are instructions to transfer members to another package option after logging Activeworks Membership Manager:
- Click People tab
- Search member with email address, membership number, order number, or names
- Click member name
- Locate the membership to transfer
- Click Transfer Membership under Actions
- Click Select option
- Select an package option to transfer into > Click Select
- Note: Only "annual" options of the same program will be displayed
- (Optional) Enter amount for Collect additional fee > Click Save & Continue
- Note: Leave as blank to absorb price difference
- Confirm Transfer summary > click Save & Continue
- Click Confirm
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Membership Manager system generates a refund order and an automatic refund on original membership will be issued to member
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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
