General Tips - Membership Class Changes

General Tips - Membership Class Changes

Article Contents:

This article gives step-by step instructions for transitioning golf club memberships from yearly to monthly billing cycles, or vice versa. 

Step-by-Step:

Step 1: Determine the expiration of the current membership class.Following guidelines from (https://support.clubcaddie.com/portal/en/kb/articles/customer-class-expiration-deletion), set the expiry of the membership to occur before the next billing date.



Step 2: Create a new membership class with a start date aligning with the new billing cycle. Utilize instructions from (https://support.clubcaddie.com/portal/en/kb/articles/customers-link-customer-class-to-customer) to assign the new class to members, ensuring a seamless transition.



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