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title	What does a Guest Member have access to?

If you have created a Membership Category and set the “Role when Active” to “Guest”, anyone with this subscription will have access to anything with an Entitlement of “Level: Registered” or “Level: Public”. Entitlements can be checked and edited in “Admin > Settings > Entitlements Manager”.

This guide will also help you understand Entitlements: Access Control in myClubhouse

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title	How to change do I change a member to a different Membership Category?

Is If a member in the wrong membership category, there’s no need to cancel it and make a new one. Navigate to the subscription from Manage Subscriptions or their Profile. Click “''Actions > Edit”“Actions” > “Edit”, and change the Membership Category to the correct one. The cost will update. Enter a Reason and click “OK”. If there is more to pay, this will be in the member’s basket, if the new Category is less, a refund will have been generated and can be marked off in “Admin “Admin” > Finance “Finance” > Pending “Pending Refunds” once it has been paid. More information on Refunds and Membership Categories can be read here: Refunds | How to Create a New Membership Category

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title	How to Cancel do I change the Membership Category of a GoCardless Subscription?

Moving a Member to a different Membership Category mid-season does happen. As explained above, this is a straightforward process. However, when a Subscription is being paid in instalments with GoCardless, there are some extra steps.

Navigate to the Subscription for which you wish to change the Renewal Chain. This can be via a member’s profile, through Subscriptions > Browse Subscriptions, or Subscriptions > Manage Subscriptions.
Click “Action” > “Edit”.
Change the membership category from the drop-down.
Change the cost back to what it was before.
Enter a reason for the change.
Click “OK” to save changes.
Click “Action” > “Edit GoCardless payments”.
Take the total you want the Subscription to be (e.g. £450) and subtract any payments which have already been paid or submitted (e.g. £50) to give you the total you want left to pay (e.g. £450 - £50 = £400)
Take the total you want left to pay and divide it by the number of instalments you want it paid in. (e.g. £400 / 10 = £40)
Under New Subscription Details put in the amount (e.g. £40), start date of the next instalment which has not already been submitted (e.g. 6/11/21), the payment count (e.g. 10)
The New Subscription total and TOTAL will be calculated. If the total doesn’t divide into equal payments you may end up a few pence short or a few pence over.
Check the amounts and dates then click “OK”.
The new total will be saved against the Subscription cost.

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title	How do I cancel a Subscription?

Sometimes Membership needs to be cancelled part way through the season for a variety of reasons. It may be for injury, for disciplinary reasons, or simply that someone moved away, all depending on your club and your rules surrounding Membership. Members can request a cancellation, and an Administrator approve it, or an Administrator do it independently.

More information on Cancelling Subscriptions can be found in this guide: How to Cancel a Subscription

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title	How to change the Renewal Chain of a Subscription?

Sometimes when you renew a Subscription, a new Subscription gets created rather than renewing it from the old one. This can be by mistake, on purpose, or as part of a process of tidying up a mistake. Changing the Renewal Chain allows you to mark the new Subscription as a renewal of the previous one. This can be done in both directions, meaning you can set a Subscription to be a renewal or a predecessor of another one.

This method can also be useful for renewing linked Subscriptions to another family member, especially for things like boat parking spaces.

More information on Cancelling Subscriptions can be found in this guide: Change Renewal Chain

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title	How do I change the date that GoCardless instalments are taken?

When a member pays for a Subscription by instalments, the payment date is always centred around when the first payment is made. This isn’t always ideal for the member based on their personal finances, so they might want to change their payment date. This can be done by an admin:

Navigate to the Subscription for which you wish to change the Renewal Chain. This can be via a member’s profile, through Subscriptions > Browse Subscriptions, or Subscriptions > Manage Subscriptions.
Click “Action” > “Edit Repeating Payment”.
Scroll down to “Amendments”.
For “Type of Change” select “Dates and Amount”.
Change the “Next Payment Date”.
Click “Apply Changes”.

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