Overview
You can now configure Membership terms, with custom credit expirations, to auto-renew into a new package or membership, even if the credit expiration extends beyond the original term. This update introduces flexibility to ensure uninterrupted client bookings during the transition from Intro Offers to regular Memberships.

Use Cases

• Set Up Seamless Membership Transitions: Configure memberships that roll over from introductory offers to billable terms without disruptions.
• Custom Renewal Date Selection: Decide whether auto-renewal aligns with the original term date or the custom credit expiration date.
• Enhanced Booking Continuity: Clients can book sessions during the renewal period, ensuring no interruptions in service availability.
• Flexible Promotion Management: Easily manage new promotions that require customized credit expirations and smooth transitions to regular memberships.

Limitations

1. Applies to New Memberships Only: The new configuration will only affect memberships sold from February 2025 - onwards. Existing memberships require manual data tasks to apply the updated logic.
2. Default Renewal Logic: By default, auto-renewal is set to occur on the custom credit expiration date unless manually changed to the original term date.
3. No Retrospective Edits: Changes to this configuration will not alter past renewal dates or functionalities.
    

Key Features

• Radio Button Options for Auto-Renewal:
  • Option 1: Auto-renew on the custom credit expiration date (default).
  • Option 2: Auto-renew on the original membership term date.
• Validation Rules: The options only appear when both auto-renewal and custom credit expiration are enabled.