KaviŪ Members Help
Use the Renew an Individual Membership tool to renew memberships for individuals. The membership being renewed is usually current, but expired memberships can also be renewed. The new membership type doesn't have to be the same type as the old membership. You may opt to send the membership through the normal automated membership process or manually set a specific start date, or expedite any moderation or billing steps.
If the membership being renewed (old membership) has expired, the renewed membership (new membership) may go current immediately (assuming it is automatically or manually approved). If the company and its representatives were deactivated or had site access privileges revoked through removal of types, site access will be restored as soon as the renewed membership becomes current.Back to top
Use the options displayed on the forms to renew an individual's membership.
Depending on the path you took to this tool, you may have already performed the Search and Select steps. For tips on using the search tools, see the page help for the Manage a User tool.
Review information about this individual's existing membership, including the name of the membership type and the dates of the membership term, where applicable. Select the new membership from a list of membership types available for renewal (the matching type is preselected in the list if this type is available).
|Membership Type||The name of this membership type.|
|Fee||If KaviŪ Billing is installed and this membership type has a fee, then the fee for this membership is displayed in this field.|
|Duration||The duration of a membership is the length of time that the membership term lasts. If 'Auto-renewing' appears in parentheses, this membership type is set to auto-renew.|
|Select||Click the membership you want to select.|
|Start Date||Leave these values set to their defaults to have the Start Date set automatically when the membership is approved and goes current. You can manually set the Start Date to a specific date if you want to override the date that would have been set automatically.|
Use this page to review and manage the membership renewal process. If this is a moderated or fee-based membership, you may allow the membership to be sent through the normal membership renewal process or automatically approve the membership to bypass the moderation and billing steps. Bypassing the billing step merely allows the membership to enter the 'current' state on the start date, regardless of whether any bill for membership fees has been paid or not. It doesn't affect the bill or balance due. When you are satisfied with the results, click Save.
|Approve Membership||This section is displayed if this membership type requires moderator approval. Set whether you would like the membership to be automatically approved or to be sent to the moderation queue. If automatically approved, the membership goes to the 'Approved' state and bypasses the moderation queue. If membership bills are paid and there are no rules that prevent the membership start date from being set to the current date, the membership goes to the 'Current' state and the user can login immediately. If sent for moderation, the membership remains in the moderation queue until approved by an administrator.|
If KaviŪ Billing is installed and this membership type has a fee, then the billing information for this membership is displayed in this field:
|Activity Note||Add an Activity Note to this user's record for future reference. Once created, these notes cannot be edited, so they become a part of the User Activity History, which is only viewable through Admin Area Tools and Report Area Tools.|
This page displays all the email scheduled to go out for the actions you've just performed.
Email will NOT go out unless you set the 'Send Email' option to 'Yes'. Enable any messages that you do want to go out. You may edit these messages if desired. Membership email is sent out when the membership goes current.
You have just renewed this user's membership and the information is displayed for you to review. This membership is probably in a pending state, as indicated in the 'Membership State' field. If you would like to see whether automated email notification of this membership renewal is scheduled, see the View Email Schedule tool.
Click the Membership Status Page link if you would like to see the Membership Status page. This page is displayed in a new window, so you can copy the URL and email it to the member. Since the Membership Status page is in the Public Area, the user doesn't need login privileges to visit this page where they can pay any membership bills and monitor the status of their membership.