Updating a member's status in the GB Members CRM Software is essential for tracking active, frozen, or inactive members. Following the steps below, you can manually change a member's status without submitting a cancellation or freeze form.
Note: Manually changing a member's status in the GB Members CRM Software does NOT automatically update their billing account in Bambora. To ensure billing changes are correctly applied, you must always submit a Bambora Billing Form (Cancellation, Freeze or Billing Change Form) when adjusting a member’s billing status.
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Changing a Member's Status Manually
Step 1: Access the Member's Profile
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Navigate to the student's/member’s profile in the GB Members CRM Software.
Step 2: Edit the Member's Status
- Click Edit on the right-side menu.
- Click Set Status.
- Choose the appropriate status from the available options.
- Click Apply Status.
Step 3: Save Changes
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Scroll down to the bottom of the page and click Save to confirm the update.
**Tip:**
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If you manually change the member's status, we recommend first submitting a Bambora Billing form to properly update the billing account. In most instances, this will automatically update the Member's Status accordingly.
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Ensure you have selected the Save button at the bottom of the page to ensure changes are properly recorded.
Conclusion:
By following these steps, you can ensure that member records remain accurate and up to date. If a member wants to be active again, you may change the status manually in both the software and Bambora.
FAQs:
Q1: Can I change a member’s status back to Active?
A1: You can follow the same steps to update the status back to Active when needed.
Q2: Will changing the status affect billing?
A2: NO, changing a member’s status does not impact billing. You need to fill out a Bambora Billing form to update anything related to billing properly.
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Need Assistance?
For further assistance or clarifications, please contact northamerica@graciebarra.com
You can also schedule a 1-1 consultation: https://graciebarra.link/gbmembers-consultation