Renew a membership
- Open Memberships, filter by Lapsing or Expired as needed, and open the membership.
- Review its type, payment evidence, and current dates.
- Choose Renew, then Renew membership.
- Review the refreshed start date, expiry date, and status.
The current renewal dialog restarts the term using today’s date; it does not provide a date picker or collect a new payment. The type’s expiry policy determines the new expiry. Confirm any payment arrangements separately.
Interpret the dashboard
Open Memberships dashboard to review:
| Figure | Meaning |
|---|---|
| Members | Distinct people covered by Active or Lapsing memberships |
| Current memberships | Active and Lapsing membership records; a group can cover several people |
| Lapsing | Memberships approaching expiry, already included in current memberships |
| Expected income | Current type prices for memberships starting this calendar year, excluding cancelled records; totals are separated by currency |
| How members pay, by month | Memberships starting in each month of this year, grouped by free, one-off, or recurring evidence; cancelled records are excluded |
Expected income is not money received. It uses current membership type prices, so a price change can change this figure. Use payment records to check receipts. Pending, Expired, and Cancelled memberships do not contribute to the current member count.