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Wiki source code of Editing Expiration Dates

Last modified by Isaac Mejia on 2025/12/15 16:31
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1 {{include reference="KBArticleHeader.WebHome"/}}
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3 = Editing Expiration Dates =
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5 {{info}}KB: MSI Knowledgebase • Category: Member Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/editing-expiration-dates_1487602103>>https://membersolutions-9221154.hs-sites.com/kb/editing-expiration-dates_1487602103]]{{/info}}
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7 * [[Members>>Members_1616674875.html]]
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9 Editing Expiration Dates
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11 Created by
12 Amith, last modified by
13 Cathy Beckstead on Jul 26, 2023
14
15 There are times when you want to either re-instate your clients sessions that have expired or expire sessions that your clients haven't used. There are 2 ways that you can edit expiration dates. From the member account area for sessions that are current in the remaining area, or from the appointments outstanding report, for both current and expired sessions.
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17 **To edit a Member's current items**
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19 Click on **Members.**
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21 * Search for the desired Member.
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23 * Click on the **Member.**
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25 * Click on **Account.**
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27 * Click on **Remaining.**
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29 * Check the box next to the item you want to edit.
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31 * Select a new date from the calendar.
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33 * Click** Change Expiration**
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35 image:kb-1487602103-1487470778-1.png
36 **To edit a group of Members at the same time**
37 === You can edit current products that your members have remaining ===
38
39 * Click on **Reports.**
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41 * Click on **Appointments Outstanding.**
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43 * Set any filters for your search.
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45 * Click **Search.**
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47 * Check the box(es) next to the **Member **and **Product **that you want to edit.
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49 * Change the **Calendar **to reflect the change you want.
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51 * Click **Change Expiration.**
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53 You can expire products that are still current so that your members won't be able to use them any longer.
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55 image:kb-1487602103-1487470784-1.png
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57 **To edit part of the Members Expired products**
58 If the member has multiple sets if items that have expired and you don't want to set all of them to current you can select a specific set of items to mark as current.
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60 * Click **Report**
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62 * Click **Appointments Outstanding**
63
64 * Set up the search parameters
65
66 * Click **Search**
67
68 * Click on the **Product **
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70 This will take you to the second level of the report which will show all the products that were purchased broken down by the set or packages that they were purchased in. If the item is part of a package and you reset it all the items that are a part of that package will get reset.
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72 image:kb-1487602103-1487470790-1.png
73 Now you are on the second level on the report:
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75 * Select the tick box next to the set of Products that you want to edit
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77 * Select the date from the calendar
78
79 * Click **Change Expiration**
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81 image:kb-1487602103-1487470796-1.png
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83 By utilizing this you will be able to adjust the number of sessions that your members have remaining.
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85 {{include reference="KBSupportCTA.WebHome"/}}