Renewing a Supporters Club

Helpdesk -

In the scenario where a Supporters Club has been setup not to automatically renew and you want to 'renew' the Supporters Club, the process is as follows:

  1. Hover over the Fundraising menu option on the main menu bar and select Supporters Club.

  2. Adjacent to the Supporters Club name you would like to renew, click on 'Renew'.

  3. Rename the Supporters Club, edit the cost (if necessary) and select whether you wish to review / edit the other settings of the Supporters Club.  If you are editing the settings, click on 'Save and finish' when done.  If you choose not to review / edit the settings, click on 'Next'.

  4. You have two options to renew:

    a) Renew all members in the 'old' Supporters Club or

    b) Renew only the paid up members in the 'old' Supporters Club

    Those most likely to renew are those that have paid before so we would recommend you select Option B unless you have removed all those members that did not pay last time.  Click on 'Next' after you have made your choice.

  5. Select whether you want to:

    a) Schedule the payment requests now 
    Select this option to generate the payment request(s) now or schedule the request to be sent at a later date.

    The options you have when selecting to request payment are described here (the page that loads when you select this option is the same as Financials > Payment request(s) waiting to be scheduled).

    If you have scheduled the payment request to go out in the future (ie. not the current date), then the request will appear in the Upcoming Payment Report where you can edit the details further if required.

    If you have set the request to go out 'now', details of the payment request will appear in Financials > Payment reports within a few minutes of completing the process.

    b) Schedule the payment requests later
    Select this option to schedule the payment request another time.  When you are ready, you can access the payment requests under Financials > Payment request(s) waiting to be scheduled.

    c) Do request payment
    Select this option if you want to add members to the Supporters Club but not request payment.

After you have sent out the renewal requests to your members you may wish to delete the old Supporters Club (Fundraising > Supporters Club > Delete).  Deleting the Supporters Club will not affect information in the Payment reports.

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