How to set fixed start and end dates of a membership ?

You can force a start date and an end date on a membership tariff, and decide when it starts and finishes. This can be adapted in the case of a membership following a school year for example.

Points of attention

• If you configure a date to date fixed-term membership, you can set the membership start and end dates.
• If you configure a prorated fixed-term membership, you can set the membership end date.
• If you configure a prorated or date to date open-ended membership, you cannot set the start/end  dates nor the end date.

In the case of a membership for which you set the start and end dates :

• You cannot change the start date when you select the price at the sale.
• When you terminate a membership, you cannot postpone the commitment date or make goodwill gestures to extend the memberhip duration.
• Shifting the start date will not be possible.
• If a membership option has a different commitment duration and can postpone the related commitment end date so this option will not be offered with the membership at the sale.
• The end date set in the catalogue is inclusive, so the membership end date in the member file will be one day after the date set in the catalogue.
• If you sell a direct debit membership with the start and end dates set AFTER the start date, you will have to think of making the automatic renewal turn manually.

In the case of a membership for which the end date is set: 

• If you have chosen a prorated membership for which you wish to set the end dates, you can change the start date.
• If you set the end date only, you can shift the membership start date. This will shift the end date too even if you have set it.
• If you set the end date only, when you make a suspension, you can choose to shift the end date too.

STEP 1 - GO TO THE MEMBERSHIP TARIFF

To add fixed start date and end date to a membership tariff, please go to the Settings, in the menu Catalogue, and get to the membership tariff concerned.

STEP 2 - ADD THE OPTION ENABLING TO SET THE MEMBERSHIP DATE(S). 

Then click on the three dots and on 'Set the membership dates' ou "Set the membership end date'.

STEP 3- DEFINE THE MEMBERSHIP DATES AND SAVE

Using the calendar, please add the membership start date and the end date then click on Save.

The membership dates are properly set !