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Replacement Wizard - Expired Account (More Than 30 Days)

Version 3.1 by Isaac Mejia on 2026/06/08 19:59
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This guide will walk you through the fields that need to be adjusted when replacing an account that is expired for more than 30 days.

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Begin Date:Select the new date for the member to become active in our system.

Membership Length: Select the length of the new agreement.

Expiration Date:Automatically filled in based on the two previous fields.

Billing Information:Verify this information has not changed. If it has, enter the updated information in the New Value column.

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Payment Cycle:Choose appropriate option for the new agreement.

Recurring Payment Amount:Amount to be invoiced each payment cycle.

Payment Method:Verify this information has not changed. If it has, select the appropriate Payment Method with the drop down menu in the New Value column.

First Payment Due Date:Member’s first recurring payment due date for the new agreement.

Number of Received Payments:Enter zero (0) in the New Value column as this account expired and we are creating a new agreement.

Additional Amount to Collect:If the member still owed any payments on their expired account that you wish to collect, enter that amount here.

Last Down Payment Method:If there is not an Additional Amount to Collect entered, leave the drop down menu in this row as Select Down Payment Method. Otherwise, choose the appropriate option to collect said amount.

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Replacement Reason:Description of replacement that can be referenced at a later date.

Example: Member’s account expired, returning for another year.

Review all information to ensure accuracy. If anything needs to be adjusted, select Back and make the necessary adjustments prior to submitting the replacement.

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After you select  Submit, you can review and print the new agreement. After reviewing the agreement please select Save Account,on the top of the page. Note: The Replacement will NOT finalize until the newly generated contract is submitted.

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Once you press the Save Account button the Manage Account Contract screen will appear where you will be able to Print Contract, Email Contract (to the member with valid email address) Add Another Member (to the existing Primary account), Record a Body Measurement or Close This Window and go back to the Club Advantage Splash Screen.