Manually Changing Membership Next Payment Date

Objective

To manually change the next payment date of a user in your Agend AMS via the CRM.

Key Steps

1. Access WordPress Dashboard
   • Navigate to your WordPress dashboard.
2. Locate User in CRM Contacts
   • Go to CRM contacts in your dashboard.
   • Use the search box to find the user needing an update.
3. Select User Profile
   • Click on the user’s contact profile.
4. Open Membership Subscription Link
   • In the contact profile, under the membership card, open the membership subscription link in a new tab.
5. Adjust the Next Payment Date
   • Change the next payment date on the schedule to the desired date.
6. Update Subscription
   • After making changes, click on the update button.
7. Verify Changes
   • Once the membership subscription is updated, verify that the next payment date has been changed.
   • Check the CRM’s contact profile to ensure the update is reflected.

Cautionary Notes

• Ensure you have the necessary permissions to make changes in the CRM.
• Double-check the updated next payment date before saving to avoid errors.
• Make sure to communicate any changes to the user if needed.

Tips for Efficiency

• Familiarise yourself with the CRM layout to locate user profiles.
• Keep track of the changes made for future reference.
• Regularly review payment dates to ensure accurate records.