Change Member from Recurring (Autopay) to Non-Recurring (Non-Autopay)

Topic

Member Management

For

Front Office Team

Read Time

~3 minutes

This guide walks you through changing a patient’s membership status from recurring (autopay) to non-recurring (non-autopay). This may come up if a patient changes their mind after being set up for recurring payments, or if they were mistakenly enrolled in autopay.

Steps to change membership status

1. Identify the member. Locate the patient’s profile in the system.
2. Note the original renewal date. In the patient’s notes field, record the original signup date for future reference.
3. Cancel the current membership. Choose the option to cancel the membership and confirm when prompted. This stops the automatic renewal and payments.
4. Re-add as a non-recurring member. Select the same membership type they initially signed up for. When setting up the new membership, choose the cash or check option to avoid automatic charges. Enter the correct start date; if it is wrong, leave it and contact support for adjustment.
5. Complete the membership setup. Acknowledge receipt of the initial payment, confirm the member has agreed to the terms and conditions, and finalize the non-recurring membership.
6. Submit a support ticket for a date adjustment (if needed). If the start date needs correcting, submit a support ticket with the member’s name and the correct start date. The support team will update it on the backend.

Tip

This achieves the same result as Stopping a Recurring Member’s Auto-Renewal: the member is converted to a one-time payer and no longer renews automatically.