To view the status of a membership head to Clients > select the client profile > scroll to the 'Memberships' section.
Here you will be able to see the status of the membership. All memberships have 5 possible statuses:
Active
Needs attention
Cancelled
Expired
Upcoming
Active
If the membership has an 'Active' status this means no action is required and the membership is now active. On the membership it will state 'No action is required' this is then informing you that nothing else is needed from you or the client as the membership is in an 'Active' state.
With an 'Active' status the options you can select from the three dots are 'Edit', 'Record payment' or 'Cancel'.
'Edit' is where you can edit the Membership type, the rate and the end date. If the membership has already started you will not be able to change the start date.
'Record payment' is where you can record if there was a manual payment for this membership.
'Cancel' this will cancel the membership and the 'Active' membership will update to 'Cancelled'.
On the client profile, if you scroll down to the 'Payment methods' section on any 'Active' membership the direct debit payment will be listed there with the status 'Active'.
Needs attention
If the membership has a 'Needs attention' status this means that an action is required on this membership in order to make the membership 'Active'.
There are 6 different attention reasons that could appear:
Setup fee is unpaid
No mandate has been provided
Mandate has been revoked
Payment failed
A payment was disputed
Manual payment outstanding
The reason that is displayed on the membership will inform you what has happened and enable you to take the next appropriate steps.
You will be able to 'Edit any membership in the 'Needs attention' status by selecting the three dots > 'Edit'. You can edit the Membership type, the rate and the end date. If the membership has already started you will not be able to change the start date.
Cancelled
If the membership has a 'Cancelled' status this means that the membership has been cancelled by a user in Trybe.
Once the membership has been cancelled there is nothing else that can be done. A new membership will need to be created for this client if they want a membership as the billing for this membership has stopped.
Any membership in an 'Active' or 'Needs attention' status can be cancelled at any time.
To cancel a membership select the three dots on any membership > Cancel.
When you do this a warning sign will appear and you will be able to select either 'Yes, cancel membership' or 'No, go back'. Therefore, there is opportunity for you to rethink your choice to cancel the membership.
By selecting 'Yes, cancel' it will cancel the membership immediately and this cannot be undone. If you'd like to schedule a cancellation, you should select 'No, go back' so you can edit the membership and modify the end date so the membership will then 'Expire' instead when it reaches the end date.
Once the membership has been 'Cancelled' you can archive this membership if you would prefer. To do this select the three dots > Archive. This will then remove it from the client's profile.
If you choose to 'Archive' a membership this means that it will no longer be accessible in Trybe.
Expired
If the membership has an 'Expired' status this means that it has reached it's end date. The membership has an end date that is in the past so the membership is no longer 'Active'.
Once the membership has 'Expired' there is nothing else that can be done. A new membership will need to be created for this client if they want a membership as the billing for this membership has stopped.
If you want to you can archive this membership you by selecting the three dots > Archive. This will then remove it from the client's profile.
If you choose to 'Archive' a membership this means that it will no longer be accessible in Trybe.
Upcoming
If the membership has an "Upcoming" status, it means the start date of the membership is in the future and the membership hasn't started yet...
This status will appear on the membership if the start date in the future has been manually selected when adding the membership to a client profile. Or if you have set up a presale membership and a client signs up to this.