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For businesses that charge for annual customer memberships, you can set expiration dates so you don’t have to manually disable them every year. Read on to see how you can set that up in the front end. Here’s what you’ll learn:

• Set Expiration Dates for New Memberships
• Set Expiration Dates for Existing Memberships

Set Expiration Dates for New Memberships

When you add a new customer from Manager Functions, you can set an expiration date to their membership, if desired. 

1. Click or tap on Manager Functions to open another window.
   

2. From this window, click or tap on Add a Customer.
   

3. While you add the customer’s information, you can also set their membership’s expiration date. If the customer receives a Discount Percent off of their purchases, you can also add that.
   

4.  Click or tap on the OK button to the right to save their details. You’ve now set up a new customer profile and an expiration date! 

Set Expiration Dates for Existing Customer Memberships

1.  When an existing customer membership expires, you’ll receive a prompt asking to renew it. If the customer would like to renew, click or tap on Yes.

2. You’ll see a different window where you can enter a new expiration date for the next expiration. Click or tap on OK after you’ve set it.

3. You’ll see a confirmation stating that the customer’s information was successfully saved.

Related Articles

How to Create Customers in the Front End

Customer Membership Expirations in the Back End

Giving Customer Reward Coupons in the Front End

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