Accounts

Member account workflows inside Member Management. These articles cover daily operator tasks for managing member profiles, cardholders, lifecycle transitions, prospects, and communication preferences.

ACCOUNT WORKFLOWS

Accounts overview

Decision tree for renewals, replacements, freezes, cancellations, and collections inside Member Management. For operators

Managing members

Long-form overview of Member Management features for operators. For operators

Navigating member accounts

How to navigate a member account, notes, and transactions in Member Management. For operators

Member profile

Working with the member profile screen and member-level data. For operators

Search and find accounts

Search for and pull up member accounts in Member Management. For operators

Duplicate accounts

Why duplicate member accounts occur and how to resolve them. For operators

Cardholders

Adding and managing cardholders on a member account. For operators

Add-ons and charges

Adding add-ons and posting charges to an existing member account. For operators

LIFECYCLE

Renew a membership

When and how to renew a membership, with cross-link to replacements. For operators

Replace a membership

When and how to replace a membership, with cross-link to renewals. For operators

Freeze an account

Freeze a member account, with cross-link to billing pause-and-freeze mechanics. For operators

Cancellations

Use the online cancellation form, with cancellation reasons configuration. For operators

Account returns

Handle rejected payments, statement billing notifications, and account returns. For operators

Send to collections

Send a past-due or returned member account to collections. For operators

PROSPECTS

Convert prospects

Convert prospect accounts to members, including waivers and prospect management. For operators

COMMUNICATION

Communication preferences

ASF communication preferences for member outreach. For operators