Deleting a Membership Record

In Clubspark, there is the option to delete a membership record should you find a member has been added to the wrong membership package.

Please note: At this time, memberships which have a online or offline transaction on can't be deleted. This also includes Pending transactions.

You can amend the status of the membership record to 'cancelled' which is shown in Step 5. 

Step 1:First go to the Membership module on the left hand side in the Admin area.

Step 2: Scroll down your membership summary page until you find the membership packages. If, for example, you have added a member to the adult membership package, but in fact wanted to add them to the couples membership. Click on the 'Adult' membership package to open up that package.

Step 3: Open up the member's membership record by clicking on it, when the membership record is open, you will see a blue box in the top right 'Delete membership'

Please note: If this box is 'grey' in colour, this means there is a payment on the membership record and you won't be able to delete it. You can however change the status to 'cancelled' so the membership doesn't appear as an 'active' membership anymore.

Step 4: As in our example above, the member has not yet paid, so you can go ahead and click on the blue 'Delete membership' button in the top right. The following text box will appear, tick the box to confirm you would like to delete the membership, then click on the blue 'Submit' button.

You are now ready to add the member to the correct package.

Step 5: (if a member has already made payment):

Coming back to our earlier example, if your member had already paid for the incorrect 'Adult' package by an online or offline payment you will need to change the status to 'Cancelled'. 

Step 6: This will move the membership record from their list of active memberships into the 'Lapsed' column so there is still a record of this cancelled membership.