Renew, Upgrade, Rejoin, or Activate Memberships in a Sales Order

During the sales process, a patron may want to renew or upgrade an existing membership, rejoin a previously canceled or lapsed membership, or activate a pending membership. When you select a patron for an advance sales or daily sales order, all memberships for the patron appear with buttons to applicable to the membership.

Tip: On the Advance Sales page, all memberships for the patron appear under Memberships. On the Daily Sales page, select the patron's name to view all memberships.

• Renew appears for active memberships or memberships in the renewal window.

• Rejoin appears for lapsed or canceled memberships.

• Activate appears for pending memberships.

To add a renewal or rejoin to the sales order, select the applicable button next to the membership. To add a mid-term upgrade, you must access the constituent's Memberships tab or membership record. For more information about how to upgrade members, see Mid-term Membership Upgrade.

Tip: If a lapsed member wants enroll in auto-renewals when they rejoin, select the membership in the cart and select Edit. On the Edit membership screen, select Renew this membership automatically when it expires. (Credit card required).

Note: For information about how to renew, rejoin, or activate memberships as a gift for another patron, see SellNew Memberships.