How to | Freeze and Unfreeze an Active Member

Freezing a member’s account temporarily pauses their activity and billing in the system. This is ideal for members who need a break due to personal reasons. When freezing a member, submitting a Bambora Freeze Form ensures that their Bambora billing account is updated accordingly. Unfreezing or extending a freeze also requires completing the appropriate forms to keep billing and membership statuses accurate.

1. How to Freeze a Member

Step 1: Access the Bambora Freeze Form

Click the 9 dots in the top-right corner of the page.
Select Services from the dropdown menu.

Click Bambora Billing and locate the Bambora Membership Freeze Form.

Click the form to fill it out.

Step 2: Fill Out the Freeze Form

Select the member to freeze from the dropdown menu.
Choose the reason for freezing:
- If selecting Other, enter the reason in the field provided.
Select the preferred Freeze Date from the calendar.
Enter the Last Training Day date.
Set a Resume Date:
- Choose Until Further Notice if there is no specific reactivation date.
- Or specify the Resume Date if available.

Step 3: Apply or Waive the Freeze Fee

To apply a freeze fee, click Apply and enter the amount in the field. This fee will recur until the membership is reactivated.
To waive the fee, click Waive, so no freeze fee will be charged.

Step 4: Upload Documents (Optional)

Upload any necessary documents if applicable.

Step 5: Review and Submit the Form

Click Continue to review the details of the freeze form.
Confirm everything is correct, then click Submit.

Tip: Wait for the freeze form status to change to Frozen before leaving the page. This ensures the member’s status updates to Frozen instead of Pending Freeze.

Step 6: Verify Bambora Billing Status

2. How to Unfreeze a Member

Step 1: Access the Bambora Resume Frozen Member Form

Click the 9 dots in the top-right corner of the page.
Select Services from the dropdown menu.
Click Bambora Billing and locate the Bambora Resume Frozen Member Form.
Click the form to begin filling it out.

Step 2: Fill Out the Unfreeze Form

Select the member to unfreeze from the dropdown menu.
Set up the Membership Fee/Cost and select the Payment Frequency (if update is needed)
Fill out the Reason to Unfreeze field.
Enter the Payment Resume Date (this is the date when the member will be charged their regular membership fee).
If necessary, click Apply Early Return Payment.
Click Submit to unfreeze the member.

Tip: Ensure the member’s billing account in Bambora is updated to Active after submitting the form.

3. How to Extend a Membership Freeze

Step 1: Access the Bambora Extend Membership Freeze Form

Click the 9 dots in the top-right corner of the page.
Select Services from the dropdown menu.
Click Bambora Billing and locate the Bambora Extend Membership Freeze Form.
Click the form to fill it out.

Step 2: Fill Out the Extension Form

Select the member to extend the freeze for from the dropdown menu.
Enter the Reason for Extension in the field.
Choose either:
- Until Further Notice if the unfreeze date is still indefinite.
- Or specify a Resume Date.
Click Submit to extend the freeze.

Tip: If the member is not ready to return yet, choose Until Further Notice for the freeze extension.

Conclusion:

Freezing and unfreezing a member’s account, as well as extending a freeze, helps you manage memberships efficiently. By following the steps outlined above, you can ensure that member billing and activity statuses are accurately updated.

FAQs:

Q1: Can I freeze a member indefinitely?
- A1: Yes, by selecting Until Further Notice for the resume date.
Q2: Is the freeze fee mandatory?
- A2: No, you can waive the fee if preferred.
Q3: Can I extend a freeze for a member who is already frozen?
- A3: Yes, you can extend the freeze by following the steps in the How to Extend a Membership Freeze section.

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