If a member needs to take a short break — maybe for a holiday, medical reasons, or something else — you can put their membership on hold.
Here’s how to do it and what to look out for:
1. Navigate to the Membership Tab
Go to the member’s profile and click into their Membership tab.
In the top right, click [Hold Membership].
You’ll see a screen that looks something like this:
2. What to Consider Before Placing the Hold
When placing a hold, you’ll need to set a few key details:
Reason for the hold
Pick the reason — this helps with your reporting.Hold dates
Choose the start and end dates for the hold.Billing during the hold
Decide how you wish billing to work during the hold period. The options are:Free
Setup Cost
Ongoing Fee
Continue Regular Billing
Hover over each option to see a helpful tooltip explaining what it does.
Additional options (tick boxes)
You’ll see four tick boxes you can use if you wish:End Hold on Member Return
Prorate Membership Fees
Disable Benefit Duration
Disable New Bookings & Classes
Hover over these too for more details on what each one means.
3. Preview and Confirm
After you’ve set everything, click [Next] to see a preview of how the billing will work during the hold.
If it all looks good, confirm the hold.
4. After the Hold is Placed
Once confirmed, you’ll see the hold reflected in the member’s Accounts and Billing -> Account History section.
If you spot a mistake — no problem. Just click [Edit] next to the hold and then select [Delete Hold]. You can then recreate the hold with the correct details.
Note on Billing During a Hold
Whether billing is allowed to continue during a hold depends on a higher-level setting:
Settings -> Advanced Configuration -> Member Holds -> Disable billing during hold
So if something doesn’t behave the way you expect, double-check that setting.