How to Edit a Customer Membership from the Reports Page

Memberships allow you to add discounts to multiple services, classes, and products at once. You additionally can offer discounts based on a set number of visits as well as set specific auto-renew options. 

To edit a client's membership from the Reports page in Vagaro, follow these steps:

• Click Reports at the top of the screen.
• Click Memberships on the left side of the screen.
• Click Run Report after applying the appropriate filters.
• Locate the membership and the customer. Click on the Action drop-down menu. Then select Edit. Remember this action just affects the membership for this specific client. It does not impact other customers.  

Related Articles:

• Creating a New Membership in Vagaro
• Editing a Membership from the Customer's Profile

Let's get started!

How to Edit a Membership

1. Click Reports. 

2. Click Memberships. 

3. Select Any under Search Fields. Choose the Select All option under Status. Then click Run Report. To find a specific customer, enter their name in the box under Search Value. Then run the report. 

4. Locate the customer and membership. Click on the drop-down under Action on the left side of the screen. Then select Edit. 

5. Click Yes. 

6. Click Change to assign a different membership to the client. There's also an option to cancel the membership below.  

7. If you're not changing the membership, you can enter a new dollar amount to change the price of the current item you're editing. 

8. Click on the calendar icon to select a new payment date. Click on the checkbox next Auto Renewal to auto-renew the membership. This option allows you to charge the client automatically if they have a credit card on file.  

9. Click Modify Memberships. This action takes you directly to the checkout screen where you can collect payment for the updated membership.