How to Freeze a Membership in EZFacility

This guide will show you how to Freeze a Membership Contract.

*Screens and layouts may vary depending on the user settings and device compatibility.

Freezing a membership for a client can be a helpful option for those who need to put their membership on hold for a time. Whether the member is dealing with an injury, a busy work schedule, or simply need a break from their routine, freezing a client's membership can allow them to take a temporary hiatus without losing the progress they have made. By freezing a client's membership, you can stop all billing from occurring while reserving their place at the gym for when they are ready to return. In this instructional article, we will guide you through freezing membership for a client.

Select Clients. Search for the desired member or select the client if visible.

Once on the clients profile click on the Membership tab

If the membership you are freezing is not the current active membership, then click on the filter toggle (1) and change the drop down (2) to one of the options to locate the Membership you wish to freeze.

*** It is recommended to use the filter toggle to make sure the next term of the contract hasn't already auto-renewed and is pending to go live when freezing the current term as you may need to freeze the pending term instead.

Once you have found the Membership term you want to freeze click on the Pencil to edit the Contract.

Select Add a Freeze.

Add a date for the First day of the freeze.

Add an end date for the Last day of freeze (optional). This is optional and can be set at any time in the future.

• The membership for the client will automatically resume the day after the set end date.
• Add Remarks about the freeze for tracking purposes. This is optional unless set as a requirement.
• Click on Freeze.

The history of Status Changes to the contract will be visible