Allow or warn sale of membership to existing members
Businesses can limit members to one active membership at a time. This prevents duplicate memberships while ensuring smooth renewals. The system allows a new membership sale only if the current one expires on the current day. Zenoti treats memberships expiring on the current day as inactive, allowing sales without manual adjustments. This applies whether the system blocks sales or only shows warnings.
Required roles: Any role with access to the Administrator mode
Required permissions: None
At the organization level, click the Configurations icon.
Navigate to POS > Invoices > Basic invoice actions
Search for and select the Allow membership sale to existing members setting.
Enable this setting to allow front desk staff to sell new memberships to members who already have an active membership. When disabled, the system blocks new membership sales until the existing membership expires or auto-renews.
The Warn membership sale to existing member setting appears when the Allow membership sale to existing members setting is enabled.
Enable this setting to alert staff when they try to sell a membership to someone who already has an active one. This allows the sale to proceed but provides a notification to ensure staff are aware of the existing membership.
Click Save.
Membership scenarios
The membership sale restriction settings help manage and control how memberships are sold to existing members, preventing duplicate or overlapping memberships. These settings ensure members can renew their memberships smoothly while avoiding conflicts with active plans. Here's how the configuration handles different scenarios, from expiring memberships to auto-renewals and lifetime plans.
Membership sales remain blocked until the current one expires. Adjusting the expiration date to the current day removes the restriction and allows the sale of a new membership.
Scenario: Sell a membership that expires on November 10, 2025.
Attempt to sell another membership before this date – Sale is blocked.
Try selling on or after November 10, 2025 – The sale goes through.
Manually update the expiry to today – A new membership can be sold immediately. Once this membership is sold, the expiry can’t be modified for the old membership.
Future memberships are treated as active, even before they begin. Additional sales are blocked until the active membership expires to prevent overlapping plans.
Scenario: A membership with a start date of February 1, 2025, is sold. Today’s date is January 3, 2025.
Attempt to sell another membership before the start date – Sale is blocked.
Try selling on February 1, 2025 (start date) – Still blocked.
Sell on the membership’s expiry date – Sale is allowed.
Sales continue without restriction after membership expires.
Even with an upgrade in place, sales remain restricted until the current membership ends or the upgraded plan begins. This prevents multiple active memberships at the same time.
Scenario: A membership is sold on January 5, 2025, and active until November 10, 2025. An upgrade with a start date of November 1, 2025, is applied. The upgraded membership has an end date of December 1, 2025. The current membership's expiry date is manually set to January 5, 2025.
A new membership sale is attempted today – Sale is blocked.
Another sale was attempted on November 28, 2025 – Sale is blocked.
Sales resume on December 1, 2025, the new expiry date after the upgraded membership activates.
Sales remain restricted until the auto-renewal is complete. This prevents duplicate or overlapping memberships during the renewal process. If the renewal fails or is canceled, new memberships can be sold.
Scenario: A membership is set to auto-renew and expires today.
A new membership sale is attempted today or for a future date – Sale is blocked.
Lifetime memberships prevent new sales by default. Adding an expiration date allows additional memberships to be sold once the current plan ends.
Scenario: A lifetime membership is active without any expiration date.
A new membership sale is attempted today or in the future –Sale is blocked.
An admin sets a manual expiration date – Sales proceed on the new expiry date.