This article explains how to view and manage Membership Enrollment History, including payment history, benefit usage, and system-wide reporting. These tools can help businesses monitor membership activity and ensure seamless management.

Before You Begin

To use and manage the Membership Enrollment History feature effectively:

• User Permissions: Ensure your user account has the necessary permissions to view and manage memberships in Gingr. You may enable this by heading to Reports & More > Groups > Admin Delegations:
  
  
• Feature Activation: Confirm that the Membership is enabled for your facility:
  
  
• Familiarity with Reports: Gain basic knowledge of the Memberships tab and Revenue by Date report for better navigation. 

View Membership Status and Details

Membership Icon

A new Membership icon (yellow crown) is now available in the Owner Profile when the owner is enrolled in a membership.

Icon Functionality:

• Similar to the Package Credits icon, the Membership icon only appears for pet parents with active memberships.
• Hover over the icon to quickly view an at-a-glance summary of the membership benefits.

Membership Tab

The Membership Tab on the Pet Parent Profile is the primary location for managing and viewing all memberships associated with a pet parent. This includes both active and cancelled memberships.

Actions Available from the Membership Tab

From the Membership tab, staff members can:

• View Membership Details and History:

  • Click the blue info (i) button for each membership to access detailed information. This includes:

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

Payment History

• Invoice Links:
  • Membership payment history is available, including enrollment and renewal invoices.
  • The invoice links provide quick access to the payment details, including status updates like successful, failed, and void payments.
  • Select the individual invoice links to review specific payment details, including their successful, failed, or void statuses.

Cancel a Membership:

• Select the red X next to the membership and confirm the cancellation in the pop-up dialogue box.

Purchase Memberships for Owners:

• Staff members can use the +Buy Membership button to enroll an owner in a new membership, which redirects to the enrollment page.

Reporting

Gingr additionally provides the ability to generate detailed reports about memberships.

• Membership Report:
  • Filter by pet parent, membership type, or date to view purchased memberships.
  • Provides insights into all active and canceled memberships.

• Revenue by Date Report:
  • The New Charges by Membership Type section displays all sold or renewed memberships, including individual invoice links.

Related Resources

• Memberships Feature Overview
• Set Up New Memberships Process
• Membership Enrollment Topic Outline
• Convert a Recurring Package Subscription to a Membership How-To
• Set Up $0.00 Membership How-To
• Edit Existing Memberships How-To
• Delete or Disable a Membership Type How-To
• Memberships System-Wide Settings Reference
• Membership Billing & Payments Topic Outline
• Track Memberships Revenue Topic Outline
• Manage Memberships from Owner Profile Topic Outline
• Membership Renewal Reference
• Memberships Report Reference
• Membership FAQs