During the sales process, a patron may want to renew or upgrade an existing membership, rejoin a previously canceled or lapsed membership, or activate a pending membership. When you select a patron for an advance sales or daily sales order, all memberships for the patron appear with buttons to applicable to the membership.
Tip: On the Advance Sales page, all memberships for the patron appear under Memberships. On the Daily Sales page, click the patron's name to view all memberships.
|•||Renew appears for active memberships or memberships in the renewal window.|
|•||Rejoin appears for lapsed or canceled memberships.|
|•||Activate appears for pending memberships.|
To add a renewal or rejoin to the sales order, click the applicable button next to the membership. To add a mid-term upgrade, you must access the constituent's Memberships tab or membership record. For more information about how to upgrade members, see Mid-term Membership Upgrade.
Tip: If a lapsed member wants enroll in auto-renewals when they rejoin, select the membership in the cart and click Edit. On the Edit membership screen, select Renew this membership automatically when it expires. (Credit card required).
Note: For information about how to renew, rejoin, or activate memberships as a gift for another patron, see Sell New Memberships.