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How can I change the member type associated with a member?
How can I change the member type associated with a member?

Fix member profiles where the incorrect member type was selected.

Declan Murphy avatar
Written by Declan Murphy
Updated over a year ago

A club administrator can change the member type associated with a member provided the member type they wish to change to is in the same membership package that they purchased.

This might be cases where a person signed up as a social member instead of a coach for example.

Note: If there is a change in pricing this will need to be collected manually. It is also useful to add a note on the membership to record why you are making the change.

  1. Login to the ClubZap admin portal

  2. Go to Membership -> Membership Sales

  3. Search for the membership sale you wish to edit

  4. Click on the name and select Edit at the bottom of the page

  5. Update the member type accordingly by selecting the new member type in the dropdown list.

  6. Add a Note to explain the reason for the change for future reference via the notes section at the bottom of the page.

  7. Save your changes.

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