coreFORCE Advanced - Memberships: Pausing a Clients Membership
JO

Josh Okey

Created Dec 12, 2024

coreFORCE Advanced - Memberships: Pausing a Clients Membership

This guide explains the process of marking a client’s membership as paused using the Admin Menu in coreFORCE.

12
1

Click on Contacts

Navigate to the Contacts menu on your coreFORCE Admin Page.

Click on Contacts
2

Click on Contacts

Locate the Contacts submenu under the Contacts menu on the coreFORCE Admin Page.

Click on Contacts
3

Contact Search

Use the search bar to find the client whose membership you want to pause.

Contact Search
4

Select Customer

After locating the client in the search results, click on their information to open their Contact Record.

Select Customer
5

Click on Member Tab

In the Contact Details, navigate to the Member tab to view the client’s subscription information.

Please Note: With the latest changes to coreFORCE you now have the ability to mark the clients membership paused right from the member tab of the contact screen.

Click on Member Tab
6

Subscriptions Section

In the Subscriptions section, click on the Membership Name to open the Contact Subscription Maintenance page for this client.

Subscriptions Section
7

Click on Paused by customer

Find the Paused by Customer option and check the box to pause the subscription.

Click on Paused by customer
8

Click on Notes

You may also want to use the Note field to log any additional pertinent information about the paused subscription.

Click on Notes
9

Click on SAVE

Click Save to finalize the paused subscription.

Click on SAVE
Well done!
Create how-to guides like this in a snap. Get Tango now.