Managing Memberships¶
Access
The Memberships list is available to Admin and Box Office users only. Theater users do not see the Passes > Memberships menu entry.
Navigation: Passes > Memberships
Overview¶
The Memberships list shows every individual membership in the system -- one row per membership record -- with live search, sorting, and paging. Use it to look up a member by name or member code, check whether a membership is still active, and see when it started and ended.
Columns¶
| Column | Description |
|---|---|
| Member Code | The membership's unique code. Click it to open the membership detail page. |
| Offer | The membership offer the membership was purchased or issued under, with its type (production or timed) in parentheses. |
| Member | The patron's name. Searching by first or last name matches this column. |
| Status | Active, Suspended, Canceled, Pending, or Expired. |
| Start | When the membership began -- the billing subscription's start date when one exists, otherwise the date the membership record was created. |
| Membership End | When the membership ended or will end. See below. |
How Membership End is determined¶
- For canceled or expired memberships, this is the date the membership actually closed.
- For an active membership scheduled to cancel at the end of its billing period, the final billing date is shown with a Cancel pending label.
- A blank value means the membership is ongoing with no scheduled end.
Sorting and Searching¶
- Default order puts memberships in status priority -- Active first, then Suspended, then Canceled -- with members alphabetical within each status.
- Click any column header to sort by that column instead; click again to reverse.
- The Search box matches member codes (by prefix), member first/last names, offer names, and statuses, narrowing as you type.
- Paging and your last search are remembered between visits.
Finding one member quickly
Type the first few characters of the member code (e.g. TW-RM) or the member's last name. The list filters server-side, so it stays fast no matter how many memberships exist.
Row Actions¶
| Action | What it does |
|---|---|
| Member Code link | Opens the membership's detail page. |
| Edit | Opens the membership's edit form (status, member since, preferred seating). |
Creating a Membership¶
The New Membership button below the list creates a membership record directly -- without a purchase order. This is how staff issue shared library passes and complimentary memberships. For a paid membership, use Create Order on the Membership Offers list instead so billing is set up.
Email list sync
When a membership becomes Active, the member's address is automatically added to the offer's MyEmma email group (if one is configured); when it is canceled, the address is removed -- unless the patron still holds another current membership. The sync runs as a background job. See Membership Offers -- Email Integration.