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How to adjust a customer's membership
There may be a time when a customer needs assistance adjusting their membership. In this article, we'll outline how to achieve that!
Tutorial Video:
https://www.loom.com/share/b3ed54ead2d9497eb9d4e349c43cbab6?sid=a9bdfcc7-681c-41bb-a730-856d94c37482
Steps to achieve this:
- In your dashboard, find the customer whose membership you want to alter. You can do this by:
- Searching for their name or phone number in the search box
- Finding them in your contact list
- Once you've done this, click the 'profile' tab in the top right-hand corner
- Click the dropdown box under the membership section of the customer's profile
- Select the desired membership
Once you've done these steps, you should be good to go!
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