Client File

  1. Click on the ‘Client Tab’ in the Home Dashboard

    OFS_Client_tab.png

  2. Select the client you would like to allocate the suspension to

    OFS_Choose_client.png

  3. Go to the ‘Payment Tab’ (credit card icon) in the Client File

    Screen_Shot_2018-08-28_at_3.16.38_AM.png

  4. Locate the correct payment in the payment table (bottom of the page) under the 'Memberships' tab and click the 'View' (eye) icon

    Screen_Shot_2018-08-28_at_3.19.49_AM.png

  5. Select the pencil icon next to ‘Current Status’

    Screen_Shot_2018-08-28_at_3.25.37_AM.png

  6. Select 'Suspended' and set ‘Suspension Start Date’ and 'Update Status' 

    Screen_Shot_2018-08-28_at_4.01.41_AM.png

 

 

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Comments

  • Avatar
    BFT Carlton

    Hi, This is RK from BFT Carlton.
    I have suspended "Eliza Leckey" for a week. However there is no recalculation of her membership fee applied. I mean she is suspended for 1 week. She pays fortnightly. Will her next payment be automatically withdraw only for the non suspended days?

  • Avatar
    Crystal Neist

    Hi, I've just processed a suspension but can't see that I have the option to 'extend membership period' by the amount of time the suspension has been made. Does Hapana now automatically do this?

  • Avatar
    Rick Jones

    I am sorry, No there s not an auto extension of membership due to suspension

  • Avatar
    Piers Kwan

    It used to automatically extend membership and adjust their payment dates. Can you confirm why this has been written out of the code?