Skip to main content

Stackably Admin app: managing a contact's memberships

How to add, freeze, extend, share or terminate a membership from a contact's Contracts tab in the Stackably Admin app, and what you can do with each scheduled payment.

K
Written by Kelly Shirey

This article covers the Contracts tab on a contact's profile in the Stackably Admin app.

Where do I see a contact's memberships?

Open the contact and tap Contracts. Each membership shows its name, start and end dates, length and type (for example In house, Subscription) and a status tag such as Active. Tap Add Membership to sign them up for a new one.

Contracts tab with Add Membership

What can I do with a membership?

Tap the arrow on a membership to expand it:

  • Freeze: pause the membership.

  • Extend: add more time.

  • Share: send the membership link.

  • Terminate: end the membership.

Below the buttons, Upcoming Payments lists every scheduled payment with its date, amount and status (for example Past Due). Press and hold to select several payments at once.

Expanded membership with Freeze, Extend, Share and Terminate

What can I do with a single payment?

Tap the ⋯ next to a payment:

  • Charge Card: charge the card on file.

  • Process (Cash) or Process (Check): record a cash or check payment.

  • Forfeit: write the payment off.

  • Edit Payment: change the amount or date.

Payment options menu

Note: Terminate and Forfeit can't easily be undone, so check with the account owner if you're not sure.

Did this answer your question?