Edit Existing Memberships (How-To)

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Summary

This article shows admins how to edit a membership that is already set up. Your changes affect every pet parent who is enrolled in that membership.

Important: Edits to an existing membership affect all pet parents who are signed up for it. Send a marketing email or other message to explain the changes.

Before You Begin

You'll need:

  • The Manage Memberships permission. It lets staff enroll or cancel memberships.

    The Manage Memberships permission checkbox in the user group settings.

You can update this permission under Reports & More > Groups > Admin Delegations.

Steps

  1. Go to Admin > Manage Memberships.

  2. Find the membership you want to edit.

  3. Select the pencil icon next to the membership. The configuration opens.

    The pencil icon next to a membership on the Manage Memberships page.

  4. Edit the settings you want to change.

  5. Go through each configuration step.

  6. Save your changes.

Note: If pet parents are enrolled in the membership, your updates take effect on the next renewal cycle.

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