Renewing a membership can be done several ways. Your members can renew their own memberships via your membership page. You can set up auto-reminders, send emails, and letters to remind your members to renew. If you have the Advanced Portal features activated, members can also renew their memberships with the link available on the Memberships module in the portal.
Internal users can renew a membership in the membership owner's constituent record on their Memberships tab. Select the row of the membership transaction you wish to renew by clicking in the row with your mouse. You must click the row with the membership information, not fees or add-ons.
Click on the blue Renew Membership button to open a new dialog box to allow you to select the correct membership page to complete the renewal.
Launching the page will auto-populate the form with information from the previous transaction including the names of any sub-members if it is a group membership. You will need to reselect any add-ons if desired and enter the payment method at the bottom of the page. Once the page is completed, submitted, and processed the new transaction will show on the main Memberships grid and the member's Memberships tab. The member will receive an automatic thank you unless you suppress the thank you email from the page.
Note that the Status and Current Status fields are calculated fields and only update once per day, overnight. New transactions will show a blank in the Current Status field, while renewing members may still show New or Overdue in the Status field until the grid updates. Once the overnight update is complete, the Current Status field will indicate "Active"or "Pending" (if the membership is "pay later") and the Status field will show "Renewal."
You can perform a similar action from the Memberships grid by selecting the constituent and transaction to renew from the grid. Using the +New menu and selecting Membership will also launch the dialog window to select the membership page. As described above, the constituent and membership's information will be auto-populated on the page.
There is also an option for Membership Internal which allows you to assign a membership transaction to an existing constituent. This also allows you to edit things like the price and expiration date, which are fixed if entered via the membership page. If you use this method for renewals, be sure you know what expiration date is appropriate. The membership internal feature will NOT send an automatic thank you email. You will need to generate a thank you letter using the Mail Merge GM Templates feature. Click the green Save button to save the transaction.
If there are multiple memberships you need to renew you may consider running a batch renewal. You can read more about batch renewals in this article: https://support.associationsphere.com/en/support/solutions/articles/67000691179-how-to-i-generate-a-batch-membership-renewal-