Membership Freeze Services

Modified on Wed, Oct 5, 2016 at 6:33 PM

An EFT Membership Freeze Service is a service that temporarily freezes any EFT service from being used and can change their draft amount to a temporary holding amount.  Please read our article on Setting up a Tanning Service before creating a membership service.

  1. Open the service that you wish to turn into an EFT service.
  2. Click on the EFT Tab.
  3. Select Is is an EFT Freeze Service from the list.


  4. You will want to put the number of months that the freeze service will be effective for.  Each freeze service is for a set number of months.  If you want to freeze for 1, 2, or 3 months; you will want to create 3 separate services e.g. 1 Month Freeze, 2 Month Freeze, and a 3 Month Freeze service.  The example below is for a 1 Month Freeze Service.
  5. Enter the number of Months the service will freeze the client's EFT membership account in the Free client's EFT for the next 


    If you wish to freeze the client's account indefinitely, enter 999 for the number of months.

  6. You have the option to replace the current draft amount of the client's services with a temporary freeze draft amount.  Click the check mark next to Set the client's EFT Freeze Draft Amount to: and enter the amount that you want to set the freeze draft amount.


  7. Click Save.


 





Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article