Membership expiry: Clear last year/season's memberships to set up the new year
Past memberships must be expired and deleted prior to creating your next season.
If this action has not been completed, previous years' members will still show as current members in your export yet they will not have a valid membership.
First - Expire and Delete Pricing Options:
- Login to your INTIX account:
AU - intix.com.au
NZ - intix.co.nz
UK - intix.co.uk
US - intix.com
> Organisation Settings - Memberships / Season Tickets > Pricing Options
- Select edit pencil for a type > see "Expires" field
- Un-tick box stating "This membership does not expire" > Use calendar to set expiry date
- Tick 'Update members as well' - please note that this DOES NOT send any notification to the customer
- Save my update
Second - Delete Membership Categories:
- Memberships / Season Tickets > Membership Categories
- Select bin to delete the category
NOTE: The member record is not deleted - their history is still in your system within Members > View past memberships
To set up new Membership Categories, follow the instructions here.
To set up new Pricing Options, follow the instructions here.
While you set up your new season, you may want to toggle the Membership Site to offline so it is not publicly visible. Go to your Membership Settings page and click the link in the info box.
Online, back end in Membership Settings:
Online, customer view:
Offline, back end:
Offline, customer view:
When you've built your new season Membership site you can switch the page to online again!
Questions? Email your Account Executive or help@intix.com.