If you have fixed date membership packages, it's very easy to set up renewals. This guide will go through how to create a membership package for your renewals as well as how to send the renewals out.
Step 1: Creating A New Membership Package
Go into the Membership Module within your ClubSpark Admin area and click on to '+New Package'.
Tip: Add the year to the new package to help you differentiate from previous packages - e.g. Adult Members 2021.
Import members from your existing packages - e.g. from a 2020 package to your new 2021 package. You can choose to import just the active members or everyone from the previous package.
Your members from your previous package will now appear in your new package. Their status will be set to 'Pending' until they sign up to the new package and choose how they want to pay.
Alternatively you can duplicate an existing package and edit the details of the package such as the name and cost. If you have already created new packages via the steps above you can miss this section out and go onto Step 5.
To do this, click on the 'Options' button at the end of the package you wish to duplicate and select 'Duplicate'.
You will then be asked if you would like import active members, this will not import those who are lapsed or cancelled, tick this option if you want the active members to be imported. Then press the blue 'Duplicate' button. Your duplicated package will have the same dates but 1 year on and the members will show as 'Pending'.
The name of this new package will be Package Name Copy 2 and remain 'Hidden', allowing you to make any changes to the membership package before making it 'Public'.
Step 5: Sending Renewal Reminders
From the members listing page within the membership package, you can now send a renewal email. Select all members by clicking the check box next to the 'first name column' or select individual members by selecting the check box next to each member.
Click on the 'more' button (icon with the 3 dots) to bring up the different options. Select 'Payment' to send the renewal email.
The subject and top part of the email is all editable. You can write what you want here to introduce your new package.
At the same time as renewing their membership, we also ask your members to check the details you hold for them and update this information. It's a good way to ensure your data is kept up to date.
As soon as a member joins a new package, you will receive an email to let you know. At the same time, their payment history (to reflect the amount paid and payment method) will be updated and status set to 'Active' in ClubSpark if they have paid online. If they pay by other methods, you will need to manually update their details within the membership package.