Restore a suspended member

Member Management- How to suspend / restore a member

Article Content:

This article contains step-by-step instruction on how to suspend / restore a member using the Club Caddie Software.

Kindly note that suspending a member does NOT halt billing. To discontinue billing, an expiration date must be set on the customer profile as the date when billing should stop. Instructions on setting an expiration date can be found at Member Management - Assign Member Classes

Step-By-Step:

Step 1: Navigate to the CUSTOMERS module, located in the top section of the software interface.



Step 2: From the left pane menu, select 'Members.'



Step 3: Use the scroll feature to select the member in question or use the search bar to find them. The search bar accepts inputs of either Member Name or ID. A dropdown beside the search bar also allows you to filter the members by membership type. 



Step 4: Once you've located the member, click the three dots present in the ACTION menu. Select 'Suspend/Restore' from the drop-down options.



Step 5: A pop-up window will appear, asking 'Are you sure that you want to Suspend the Membership of [Member Name]?' Select 'OK' to confirm the suspension or 'Cancel' to abort. After confirming, a pop-up window will appear stating 'Membership Suspended Successfully.' 




Step 6: In the 'Members' window, post-suspension, the status column for the respective member will now display a 'Suspended' status.



Step 7: Additionally, within the Customer's Profile, the Member Status will be marked 'Suspended' in red letters, highlighting the current status. Along with noting the date that the Membership was Suspended On. The Restore Button pictured above can be used to Restore the membership. 

Step 9: To remove the suspension at a later date, click the restore button within the customer's profile, or click the three dots in the ACTION menu and select 'Suspend/Restore' from the list of options.





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