How to edit an existing membership

This article will guide you on editing active memberships.

Jump to a section

Navigate to Memberships

Edit a Membership with no active members

Edit a Membership with active members

Loom video

Navigate to Memberships

1. Log in to your Moxie Suite account using this link.

2. Within the Global Nav click  Services & Products > Memberships

Edit a Membership with no active members

Let's first discuss how to edit a membership that does not currently have any active members. 

1. Find the desired Membership that has 0 active members. Then click on the ellipses > Edit.

 

2. On the Setup membership page you can now click into any of the four sections to make edits. These are:

• • Name and category
  • Price and billing details
  • Perks
  • Membership Agreement

3. After clicking into a section update the desired information then click Save on the top right corner. In the example below we updated the billing frequency to be quarterly. 

4. After making any other updates finalize all changes to the membership by clicking Save on the top right corner of the Setup membership page. 

Let's move on to editing a Membership with active members. 

Edit a Membership with active members

1. Find the desired Membership that has active members. Then click on the ellipses > View.

2. On the Setup Membership page, you can click into any of the four sections to make your edits. These sections include:

• • Name and category
  • Price and billing details
  • Perks
  • Membership Agreement

3. After clicking into a section update the desired information then click Save on the top right corner. In the example below we updated the name, billing amount, and perk included. 

4. After making any other updates finalize all changes to the membership by clicking Save on the top right corner of the Setup membership page. 

Ta da 😍! You now know how to edit an existing Membership. 

Watch this video walkthrough on editing Memberships.