Improved UX to Simplify Membership Records
Today, we're excited to release a long-time improvement to Membership Records! Unlike many of our recent releases, this didn't come as a result of direct feedback - however, it came by observing common issues that would cause organization admins to contact our support team.
May 4, 2022
Issues we wanted to address:
- Organization admins didn't know how to cancel automatic rebilling payments
- Organization admins were confused on how the 'Expiration Date' interacts with the Rebilling Date
- Organization admins would change the status of a Membership, but not update the Expiration Date.
- Organizations admins would accidentally input values into the 'Expiration Date' or 'Joined Date'
- Organization admins didn't know how to switch Memberships between Membership Types
To address these issues, we:
- Decoupled the inputs for updating the Joined Date, Expiration Date, and Membership ID -- this prevents accidental updating
- Added notifications for when a Membership is in an unexpected state (e.g. If the membership is 'Active' but the 'Expiration Date' is in the past)
- Added a strong 'Call To Action' for switching Memberships between Membership Types
- Improved the location of the 'Stop Automatic Rebilling' option
We're excited about these improvements - and we hope you are too!
If you have any additional feedback, then don't hesitate to reach out and let us know!
Any questions?
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