Reassign, activate or deactivate a Benefit product

In this article, we will explore editing Benefit products. There may be situations where you need to reassign a Benefit product, either to another customer or when a customer has a new email address. We will also explain how to activate, reactivate and deactivate Benefit products. 

Reassign a Benefit product

Before you reassign a Benefit product from one customer record to another there are a few things that need to be checked.

1. Both customers must have a valid email address.
2. Both customers must be a 'Member' in Ticketsolve (have an account and can login).
3. The Benefit product itself must be an Active product.
4. On the customer record, the Benefit product that will be reassigned must be Active (toggle blue).

 Important

A customer record can only have one Active Benefit at a time. If the customer record you wish to move the benefit to has an Active Benefit, deactivate the Benefit first (temporarily) before carrying out the reassignment steps.

To reassign a Benefit product,

1. Go to Customers > Search Customers and retrieve the customer record with the Benefit product you need to reassign.

2. From the customer record, click the Membership tab.

3. Select the Benefits tab from the sub-menu.

4. Click the Additional options icon (3 dots) to the right of the product. 

5. Select > Re-assign to. . .

6. Enter the 'email address' or 'customer name' you wish to re-assign the benefit product to.

7. Select the customer and click Re-Assign.

Activate a Benefit product

To activate a Benefit product on a customer record:

1. Go to Customers > Search Customers and retrieve the customer record with the Benefit product you need to re-activate.

2. From the customer record, click the Membership tab.

3. Select the Benefits tab from the sub-menu.

4.. Click the Active? toggle to on (blue).

In the example below, the Benefit product 'Silver Membership' is now Active and the label 'Silver Membership' appears in the top right next to the customer's name.

Deactivate a Benefit product

To deactivate a benefit product on a customer record:

1. Go to Customers > Search Customers and retrieve the customer record with the Benefit product you wish to deactivate.

2. From the customer record, click the Membership tab.

3. Select the Benefits tab from the sub-menu.

4.. Click the Active? toggle to off (grey).

In the example below, that there is now no Active Benefit product and no label at the top right of the screen.

Want to know more?

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