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Manual Renewal of Memberships
Manual Renewal of Memberships

Renew soon to be expired, or expired memberships on behalf of your members via the Admin area

Updated over a week ago

Manually Renew Membership from Admin Area

Please note: This information is not relevant if the member wants to change any details in their membership. You will need to create a new membership in those instances.

As an Admin, it's possible for you to renew an expired membership on behalf on the member via the membership details page. To access the membership details page, for expired memberships, head over to Memberships > Reports and generate an 'Expired' membership report.

Note: The Renew button will only be visible on soon to be expired memberships (pre-expiry email has been sent) or expired memberships.

Step 1

Generate an Expire membership Report via Memberships > Reports

Step 2

Renew button visible for expired memberships under membership details. Accessed via the Membership Report. The article at the following link may assist with understanding how to set this up: https://support.tidyhq.com/en/articles/3169758-renewing-your-membership

Select the Renew button - top right of screen adjacent Re-Send Expiry Mail you will see the following screen:

Step 3

Complete the confirmation step of membership renewal.

Once you've completed this step the membership will be renewed for the member.

Allowing Members to Renew

The Renew button is also displayed in the members profile accessible from the Public Page. The renew button will be displayed once the pre-expiry email reminder has been sent (these sending rules can be found under the membership level setting).

The renew button is visible on members public profiles under the membership area, shown below:

By clicking on this page (and providing membership renewal has been made public) then the member would see the following confirmation of renewal message.


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