Non-recurring memberships are pre-paid memberships where guests usually pay the membership fee in one go and use the benefits of the membership throughout the valid period.
Typically, non-recurring memberships run for a longer term such as a year (365 days), which means such memberships automatically expire a year after Purchase Date. For example, if a guest purchases a recurring membership on 15 July 2016, the membership automatically expires on 15 July 2017.
To create an Opportunity when a non-recurring membership expires
- Ensure that you are in the Organization view.
- Go to Admin > Organization > Organizations > Settings tab.
- Expand the General section.
- Enter a number of days in Create Opportunity on Membership Expiry __ days after expiry.
Example: If you enter 2 days here, then the application creates an Opportunity two (2) days after a Membership expires. This means, that if a Membership expires on 11 Aug 2016 then the application automatically creates an Opportunity for the same member on the 13 Aug 2016. The Sales Owner, Center Head, or Call Center Executive can then look up the appropriate Reports and take the necessary action such as reaching out to the member and persuading him or her to renew the Membership.
- Click Save.
Zenoti creates an opportunity for a non-recurring membership when it expires.