Client File

  1. Click on the ‘Client Tab’ in the Home Dashboard

    OFS_Client_tab.png

  2. Select the client you would like to allocate the suspension to

    OFS_Choose_client.png

  3. Go to the ‘Payment Tab’ (credit card icon) in the Client File

    Screen_Shot_2018-08-28_at_3.16.38_AM.png

  4. Locate the correct payment in the payment table (bottom of the page) under the 'Memberships' tab and click the 'View' (eye) icon

    Screen_Shot_2018-08-28_at_3.19.49_AM.png

  5. Select the pencil icon next to ‘Current Status’

    Screen_Shot_2018-08-28_at_3.25.37_AM.png

  6. Select 'Suspended' and set ‘Suspension Start Date’ and 'Update Status' 

    Screen_Shot_2018-08-28_at_4.01.41_AM.png

 

 

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