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Must know
  • Deactivating an active membership doesn’t cut members off — each rides out the billing period they’ve paid for, then their membership completes.
  • An Active membership must be deactivated before it can be archived.
  • A membership auto-completes on its own end date, winding its members down the same way.
Every membership shows a status badge on the Memberships list. It moves through five states:
  • Draft — a work in progress. Only a name is required to save it, and it isn’t for sale yet.
  • Scheduled — published with a future Available From date. It opens for purchase automatically when that date arrives.
  • Active — live and on sale. Billing cycles are generated automatically and members can buy it.
  • Completed — closed to new members. No new billing cycles are created, and current members keep access until the end of their paid period.
  • Archived — hidden from your list and removed from sale.
You move a membership between states from the ⋯ menu on each row (the create/edit form itself only offers Publish, and only while the membership is still a Draft):
  • Publish a draft to go Active now, or Scheduled if Available From is in the future.
  • Activate now or Unschedule a scheduled membership.
  • Deactivate an active one — this flags every current member to cancel at their period end, so nobody is billed for a cycle that will no longer exist.
  • Archive a draft, scheduled, or completed membership.
A membership also completes on its own when its end date passes: it stops generating cycles and each member is flagged to end at their period end, with a notice sent to their guardian. Related: How do I publish a membership? · How do I cancel a member’s membership? · How do I edit a membership that has members?