Updating the expiry date on a Membership (Benefit Product) for a customer

In this article, we'll walk through how to update the expiry date on a customer's Membership (Benefit Product), like a Friends or Patron scheme. By default, the expiration date will be the amount of time after the Benefit Product was purchased as determined in the Expiry Rules of the Benefit Product set up (Manage > Products), e.g. 12 months from purchase. However, it is possible to both bring the expiration date forward or extend it on individual customer records when required. 

1. Go to Customers > Search Customers

2. Search for the Customer name you need. You will see a listing of all customers with that name and various columns with more details. The column 'Benefit' lists the Benefit Product or membership scheme which is associated with the customer. 

3. Double click a Customer Record to open it.

4. Click the Customer Summary tab to see a summary of the Benefit and expiry information. 

5. Click on Membership tab for more detailed and historical information about the customer's membership(s). 

6. Find the active Benefit Product from the list (indicated by the blue Active toggle).

7. Click the Additional options icon (3 dots) button. 

8. Select Update expiry date.

9. From the Calendar pop-up, select the new date that you want the Benefit Product (Membership) to expire. 

10. Click Update Expiry Date to save.

11. Once saved, the pop-up will close and you will see the new expiry date reflected under the Expires On column of the customer's Benefit Products list.

Want to know more?

• Introduction to Benefit Products and Memberships
• How to set-up Benefit Products for membership schemes
• Managing Memberships (Benefit Products) at the Box Office