In ClubSpark, there is the option to delete a membership record should you find that a member has joined the wrong package or been added to the wrong membership package.
This article will go through the steps of how to delete a membership record:
- If it hasn't been paid (go to step 1)
- If there is a payment on the record (go to step 5)
From within the 'Admin area' select 'Membership' from the list of options on the left.
Scroll down your membership summary page until you find the membership Packages. If, for example, your member has joined an Adult membership package, but in fact wanted to sign up to the Couples membership, Click on the 'Adult' membership package to open up that package.
With the Adult membership package opened, find the membership to delete and click anywhere along the name of that member (but not the tick box to the left).
With the membership record opened, you will see a blue box in the top right 'Delete membership'
Please Note: If this box is 'grey' in colour, this means you will have to cancel the payment on the membership before you can delete the membership - we will explain that process later in this article.
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 membership 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 cash/cheque/ other, all you need to do here is cancel the payment on the system so that it is showing as 'Cancelled' or 'Pending.'
Please note: At this time, memberships which have been paid online through GoCardless, are not able to be deleted.
You can see that the 'Delete membership' button below is 'greyed' - you cannot click on it until the payment has been cancelled.
Scroll down to the Payments section and click on the blue 'Edit' button to the right of the 'Paid' status.
In the drop-down box under 'Status', select 'Cancelled' and then click on the 'Save' button to the right.
You will then see a tick with the notification 'Payment saved'. Then change the status at the top to 'Cancelled'. The 'Delete membership' button will show as Blue, and you are now able to delete this membership, following the steps above.