View and Manage Membership Enrollment History (How-To)

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Summary

This article shows staff how to view and manage a pet parent's membership enrollment history. It covers payment history, benefit usage, and membership reports.

Before You Begin

You'll need:

  • User permissions: Your user account must be able to view and manage memberships in Gingr. You can turn this on under Reports & More > Groups > Admin Delegations:

    The membership permission in the Admin Delegations section of a user group.

  • Feature activation: Memberships must be turned on for your facility.

    The setting that turns on Memberships for a facility.

  • Familiarity with reports: Know the basics of the Memberships tab and the Revenue by Date report.

Steps

View membership status at a glance

The Membership icon (yellow crown) appears in the Owner Profile when the owner is enrolled in a membership. Like the Package Credits icon, it only appears for pet parents with active memberships.

The yellow crown Membership icon in the Owner Profile.

  1. Hover over the Membership icon. A summary of the membership benefits appears.

    The summary of membership benefits that appears when you hover over the Membership icon.

View membership details and history

The Membership Tab on the Pet Parent Profile is the main place to view and manage all memberships for a pet parent. It lists both active and cancelled memberships.

The Membership tab on the Pet Parent Profile listing active and cancelled memberships.

  1. Select the blue info (i) button for a membership. Detailed information opens.

    The blue info button next to a membership.

    The details include:

    • Summary of Benefits
    • Status of Benefits
    • Payment History
    • Pricing Benefits Usage
    • Reservation Credit Usage

    The membership details window with benefits, payment history, and usage sections.

View payment history

Membership payment history includes enrollment and renewal invoices. The invoice links give quick access to payment details, including successful, failed, and void statuses.

The payment history list with invoice links and payment statuses.

  1. Select an invoice link to review the payment details and status.

    An invoice showing the details of a membership payment.

Cancel a membership

  1. Select the red X next to the membership.

  2. Confirm the cancellation in the pop-up dialog box.

    The pop-up dialog box that confirms a membership cancellation.

Buy a membership for an owner

  1. Select the +Buy Membership button. The enrollment page opens, where you can enroll the owner in a new membership.

    The +Buy Membership button on the Membership tab.

Use membership reports

Gingr also has reports about memberships.

  • Membership Report: Filter by pet parent, membership type, or date to view purchased memberships. The report shows all active and canceled memberships.

    The Membership Report with filters for pet parent, membership type, and date.

  • Revenue by Date Report: The New Charges by Membership Type section shows all sold or renewed memberships. It includes individual invoice links.

    The New Charges by Membership Type section of the Revenue by Date Report.

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