How do I place a member on hold?
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Placing a Membership on Hold (No Past-Due Balances, Registrations, or Items in the Pending Batch)
1. Search for the member looking to place their Membership on Hold.
2. View the Membership Information page to see if the member is currently enrolled in any programs. Program enrollments can be found under the "Registrations" tab. Reminder: If a member is enrolled in any programs, their membership must remain active throughout the entire program, as they are receiving the Member rate! If they wish to still place their membership on hold, they will need to pay the Community rate.
3. Click on the Edit pencil next to the Active status to begin processing the Hold request.
4. Click "Put Membership on Hold"
5. Enter the reason for the hold, any notes, and the hold duration (should fall on the member's draft date). Click on the Without Dues until option and select the date that the membership should reactivate and begin generating fees again. Click "Next."
6. Review the information and click the "Finalize Hold" button.
7. Once complete, click on the "Membership Information" button to go back to the member's account page.
8. Next to the Member's status, you can now see that there is a hold set to take place on 9/15/23.
Placing a Membership on Hold (with Registrations and Past-Due Balances)
Placing a Membership on Hold (with Items in the Pending Batch)
Managing a Hold
9. From the Membership Information page, click on the Edit pencil next to the Active status to Release or Extend a member's hold.
10. Notice the current status and duration of the Membership Hold.
11. Click the "Manage Hold Status" button.
12. On the next page, you can select "Release Hold" to reactivate a Membership.
13. Or you can select "Update Hold Date" and change the end date if the Member is in need of an extension.
14. Be sure to add any necessary notes and change the Next Process Date to match the new end date.
15. Click the "Save" button at the bottom right of the page.
