Edit Membership

[Kristin Weingarden]

To clean up your membership database, navigate to Org Tools > Accounts.

Use the blue Customize Filters, or Customize Columns if you would like to filter your view.

Some common ones are the Annual Reg Fee Date From/To in the Filters.

Or, under the columns, move the Class Membership column closer to the Account Name.
(if the membership column is BLANK, they are not actively registered for a class). 
Under Org Tools > Members, you can also review their last class date. 

      To mass edit: 

1. From the left navigation menu, click Org or Team Tools > Accounts.
2. Click the Checkbox to the left of the account that needs to be edited.
3. Click Edit > Multi-Edit.
4. Check Set Status
   1. Choose either Cancelled/Hidden or Suspended. 
      1. Read more about each status here: https://support.gomotionapp.com/en/articles/6421180-account-and-member-status-definitions

5. Click Save.

    

   To manage individually:

   1. From the left navigation menu, click Org or Team Tools > Accounts.
   2. Click on the NAME of the Account/Member you wish to edit
   3. Scroll Down unit you see Account Status (under Account Access Settings)
      1. Choose either Cancelled/Hidden or Suspended. 
         1. Read more about each status here: https://support.gomotionapp.com/en/articles/6421180-account-and-member-status-definitions

        4. Click Save.