Extending a Member’s Expiration Manually

PoolDues v.5 Documentation


Extending a Member’s Expiration Manually


  Membership FAQ  



If a Member paid by check, you can simply extend their Expiration 1 year, which will allow them to continue reserving courts, access the Member’s Only Dashboard and exclude them from being invoiced.

There are a couple ways to do this…

Option 1 – Extending Multiple Member Expirations at Once

When logged in as a Board Member with either the Treasurer, Membership or President role go to Board Member Dashboard > Financial > Mark Paid by Check/Offline link

Choose which members to Mark as Paid and update the page.  You can optionally adjust what membership type they have and leave a note about the payment.


If you need to review which members were already marked as paid offline in the current year, there is a select option at the top of the page to toggle back and forth…

 

Option 2 – Extending a Member’s Expiration by Searching for the Member

When logged in as a Board Member with either the Treasurer, Membership or President role go to Board Member Dashboard > Members > Member Search (or look for the search icon 🔎 in the top bar).

Find the member and unfold the top toggle containing their main information. Inside you’ll see the Expiration field. Enter an expiration one year forward in YYYY-MM-DD format.


That’s it. If you need to add a brand new member, you can do so by going to Board Member Dashboard > Members > Add Primary account.

 

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